DFSIX Mutual Fund
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 $8.79B 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 8.16%. The 1-year return is 17.98% and the 5-year return is 11.42%. DFSIX dividend yield stands at 0.84%, 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. C (2.7%). Go to all DFSIX holdings, DFSIX sectors, or DFSIX dividends.
DFSIX can be compared against other funds. Use DFSIX overlap to find shared positions, or DFSIX vs another fund for a side-by-side view. DFSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.