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Dimensional US Sustainability Core 1 ETF

DFSU
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Nov 01 2022
Expense Ratio
0.18%
Type
US Equities
Fund Owner
Dimensional
Volume (1m avg. daily)
$2,535,476
AUM
$540,458,780
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus

Top 10 Holdings

AAPL
Apple Inc
5.27%
MSFT
Microsoft Corporation
3.24%
META
Meta Platforms Inc - Ordinary Shares - Class A
2.50%
AMZN
Amazon.com Inc.
1.93%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
1.78%
UNH
Unitedhealth Group Inc
1.62%
GOOG
Alphabet Inc - Ordinary Shares - Class C
1.60%
NVDA
NVIDIA Corp
1.59%
TSLA
Tesla Inc
1.46%
AVGO
Broadcom Inc
1.15%
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 AVSU, TILT, DFAU

DFSU
Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
AVSU
American Century ETF Trust - Avantis Responsible U.S. Equity ETF
TILT
FlexShares Trust - FlexShares Morningstar US Market Factors Tilt Index Fund
DFAU
Dimensional ETF Trust - Dimensional US Core Equity Market ETF
IWV
BlackRock Institutional Trust Company N.A. - iShares Russell 3000 ETF
SCHB
Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SPTM
SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
ITOT
BlackRock Institutional Trust Company N.A. - iShares Core S&P Total U.S. Stock Market ETF
VTI
Vanguard Group, Inc. - Vanguard Total Stock Market ETF
LRGF
BlackRock Institutional Trust Company N.A. - iShares U.S. Equity Factor ETF
DFUS
Dimensional ETF Trust - Dimensional U.S. Equity 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

#WIR

When Inflation is Rising

Category

Living With High Inflation, Worried about Inflation?

Risk Rating

Moderate

#DPE

Diversify with Private Equity

Category

Getting Started, Go Global, Diversification

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.

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 -0.0092%. This is the percent change in the value of DFSU over the most recent 1-month period. The 3-month return on DFSU is 0.0071%. This is the percent change in the value of DFSU over the most recent 3-month period.

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

ETFs correlated to DFSU include AVSU, TILT, and DFAU.

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

Disclaimers

*

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.