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Dimensional US Sustainability Core 1 ETF

DFSU
$--
Today’s Change
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Snapshot
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Inception Date
Nov 01 2022
Expense Ratio
0.18%
Type
US Equities
Fund Owner
Dimensional
Volume (1m avg. daily)
$1,325,357
AUM
$180,187,590
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus

Top 10 Holdings

AAPL
Apple Inc
4.95%
MSFT
Microsoft Corporation
2.58%
META
Meta Platforms Inc - Ordinary Shares - Class A
2.30%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
1.50%
AMZN
Amazon.com Inc.
1.49%
GOOG
Alphabet Inc - Ordinary Shares - Class C
1.39%
UNH
Unitedhealth Group Inc
1.34%
TSLA
Tesla Inc
1.19%
HD
Home Depot, Inc.
1.10%
JPM
JPMorgan Chase & Co.
1.03%
Invest with DFSU

What is DFSU?

The Portfolio is designed to purchase a broad and diverse group of securities of U.S. companies. The Portfolio invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe, while adjusting the composition of the Portfolio based on sustainability impact considerations.

ETFs related toDFSU

ETFs correlated to DFSU include ESGV, SPTM, GSLC

DFSU
Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
ESGV
Vanguard Group, Inc. - Vanguard ESG U.S. Stock ETF
SPTM
SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
GSLC
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
FSEP
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Buffer ETF -September
GSUS
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
BKLC
BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
IWL
BlackRock Institutional Trust Company N.A. - iShares Russell Top 200 ETF
SCHX
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MGC
Vanguard Group, Inc. - Vanguard Mega Cap 300 Index ETF
IWB
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toDFSU

#SIN

Safety in Sin Stocks

Category

Grow Your Portfolio

Risk Rating

Aggressive

#GLOMO

On Top of the World: Global Momentum

Category

Momentum, Lever Up, Go Global

Risk Rating

Moderate

Create your own algorithmic trading strategy with DFSU using Composer

FAQ

DFSU is a US Equities ETF. The Portfolio is designed to purchase a broad and diverse group of securities of U.S. companies. The Portfolio invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe, while adjusting the composition of the Portfolio based on sustainability impact considerations.

The top holdings for DFSU include Apple Inc, Microsoft Corporation, and Meta Platforms Inc - Ordinary Shares - Class A.

DFSU has 2000 total holdings.

Yes, DFSU is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, DFSU is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on DFSU is 0.0861%. This is the percent change in the value of DFSU over the most recent 1-month period. The 3-month return on DFSU is 0.1355%. This is the percent change in the value of DFSU over the most recent 3-month period.

ETFs similar to DFSU include SPLV, SPHQ, and DSI.

ETFs correlated to DFSU include ESGV, SPTM, and GSLC.

ETFs that are inversely correlated to DFSU include SH, SPXS, and SDS.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.