DFSIX Mutual Fund
DFSIX Mutual Fund
DFA US Sustainability Core I Portfolio Institutional Class
DFSIX Mutual Fund Overview
DFSIX Mutual Fund (DFA US Sustainability Core I Portfolio Institutional Class) is managed by Dimensional with $8.47B in net assets. DFSIX expense ratio is 0.17%, holding 1861 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2008-03-12.
DFSIX performance shows a YTD return of 7.35%. The 1-year return is 19.57% and the 5-year return is 11.70%. DFSIX dividend yield stands at 0.85%, paid quarterly.
DFSIX top holdings include Nvidia Corp (7.1%), Apple Inc (5.9%), Meta Platforms, Inc. (3.5%), Amazon.Com Inc (2.8%), Alphabet Inc series C (2.7%). View all DFSIX holdings, sector breakdown, or dividend history.
DFSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.