DAABX Mutual Fund
DAABX Mutual Fund
DFA US Sustainability Targeted Value Portfolio
DAABX Mutual Fund Overview
DAABX Mutual Fund (DFA US Sustainability Targeted Value Portfolio) is managed by Dimensional with $635.1M in net assets. DAABX expense ratio is 0.33%, holding 988 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2020-07-02.
DAABX performance shows a YTD return of 16.98%. The 1-year return is 31.95% and the 5-year return is 10.01%. DAABX dividend yield stands at 1.28%, paid quarterly.
DAABX top holdings include Dfa Short Term Investment Fund (1.7%), The Dfa Investment Trust Company (1.7%), Viatris Inc. (1.0%), Ball Corp. (0.9%), Toll Brothers Finance Corporation (0.8%). View all DAABX holdings, sector breakdown, or dividend history.
DAABX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DAABX alternatives are available via the screener, along with tax-loss harvesting opportunities.