DFA US Sustainability Core 1 Portfolio Inst (DFSIX)
55.32
+0.10
(+0.18%)
USD |
Jun 09 2026
DFSIX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.00% |
| Stock | 99.83% |
| Bond | 0.12% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.05% |
Market Capitalization
As of February 28, 2026
| Large | 59.19% |
| Mid | 17.67% |
| Small | 23.14% |
Region Exposure
| Americas | 97.14% |
|---|---|
|
North America
|
96.44% |
| Canada | 0.15% |
| United States | 96.29% |
|
Latin America
|
0.70% |
| Colombia | 0.00% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.67% |
|---|---|
| United Kingdom | 0.67% |
|
Europe Developed
|
2.00% |
| Ireland | 1.34% |
| Sweden | 0.03% |
| Switzerland | 0.48% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.02% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
| Australia | 0.00% |
|
Asia Developed
|
0.01% |
| Singapore | 0.01% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.17% |
|---|
Stock Sector Exposure
| Cyclical |
|
31.42% |
| Materials |
|
2.58% |
| Consumer Discretionary |
|
11.91% |
| Financials |
|
16.70% |
| Real Estate |
|
0.22% |
| Sensitive |
|
51.07% |
| Communication Services |
|
10.14% |
| Energy |
|
1.77% |
| Industrials |
|
13.74% |
| Information Technology |
|
25.42% |
| Defensive |
|
16.03% |
| Consumer Staples |
|
4.32% |
| Health Care |
|
10.88% |
| Utilities |
|
0.83% |
| Not Classified |
|
1.48% |
| Non Classified Equity |
|
0.12% |
| Not Classified - Non Equity |
|
1.36% |
As of February 28, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |