Fund report

US-listed

DFSI

The investment objective is to achieve long-term capital appreciation.
Dimensional International Sustainability Core 1 ETF
Dimensional (DFA)

2,788 holdings as of 2026-04-30 · top 10 = 11.4% · TER 0.24% · P/E 19.0

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Concentration
Well diversifiedtop 10 = 11.4%
diversifiedconcentrated
GROWTH · NAV (USD)rebased to 0%
Holdings
2,788
as of 2026-04-30
Top 10
11.4%
TER
0.24%
cheaper than 80% of peers
Net assets
US$1.04B
Largest
3.4%
P / E
19.0
covers 89% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
First listed
2022-11-01
Volatility 1Y
15.7%
Tracked index
MSCI World ex USA IMI Index
How it tracks
Actively managed
Lends its stock
Yes
02Valuation and performance
market price return · as of 2026-09-11
1M
-1.9%
3M
+2.1%
6M
+9.3%
YTD
+8.5%
1Y
+12.9%
Valuation2,442 companies covered · weighted, profitable holdings only
19.0
price / earnings
MethodologyCompany-data coverageThe rest is 3% loss-making companies, which carry no P/E by the positive-earner convention; 4% bonds, cash or other non-equity; 4% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
4.8%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 92% by weight
1.98
price / book
covers 89% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-04-30
#CompanyIdentifierWeight
1DIMENSIONAL FUND ADVISORS LP USUS23320U4058
3.3
2ASML HOLDING NV EUR 0.09 ADR NLASML
2.2
3Novartis AG CHNVS
1.1
4Roche Holding AG CHROP SW
1.1
5HSBC Holdings PLC GBHSBC
0.7
6Siemens Energy AG DEENR
0.7
7Rolls-Royce Holdings PLC GBRR/
0.6
8LVMH Moet Hennessy Louis Vuitton SE FRMC
0.6
9Toyota Motor Corp. JP7203
0.6
10Novo Nordisk A/S DKNOVOB
0.5
11Siemens AG DESIE
0.5
12ABB Ltd CHABBN
0.5
13Banco Santander SA ESSAN
0.5
14Unilever PLC GBUL
0.5
15Hitachi Ltd JP6501
0.5
16Advantest Corp JP6857
0.5
17L'Oreal SA FROR
0.5
18Sony Group Corp. JP6758
0.5
19E.ON SE DEEOAN
0.5
20Schneider Electric SE FRSU
0.5
21Safran SA FRSAF
0.4
22Orange SA FRORA
0.4
23Commonwealth Bank of Australia AUCBA
0.4
24Nordea Bank Abp FINDA
0.4
25Recruit Holdings Co Ltd JP6098
0.4
26ING Groep N.V. NLINGA
0.4
27Tesco PLC GBTSCO
0.4
28Tokyo Electron Ltd JP8035
0.4
29Airbus SE FRAIR
0.4
30Industria de Diseno Textil SA ESITX
0.4
31Swiss Re AG CHSREN
0.4
32RELX PLC GBRELX
0.3
33Sumitomo Mitsui Financial Group Inc. JP8316
0.3
34GSK plc GBGSK
0.3
35National Bank Canada CANA
0.3
36Barclays PLC GBBARC
0.3
37Fujikura Ltd JP5803
0.3
38Allianz SE DEALV
0.3
39Hermes International SCA FRRMS
0.3
40Zurich Insurance Group AG CHZURN
0.3
41Tokio Marine Holdings Inc JP8766
0.3
42Fairfax Financial Holdings Ltd CAFFH
0.3
43Fast Retailing Co Ltd JP9983
0.3
44Volvo AB SEVOLVB
0.3
45DBS Group Holdings Ltd SGDBS
0.3
46CaixaBank SA ESCABK
0.3
47AIA Group Ltd HK1299
0.3
48Mitsubishi UFJ Financial Group Inc. JP8306
0.3
49Standard Chartered PLC GBSTAN
0.3
50SHOPIFY SUBORDINATE VOTING INC CLA CASHOP
0.3
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04Exposure
Equity 96.5%Cash 3.3%
By sector
Financial Services23.9%
Industrials21.5%
Consumer Cyclical9.8%
Technology8.6%
Healthcare8.5%
Materials7.4%
Consumer Defensive5.0%
Communication Services4.3%
Utilities3.3%
Energy2.1%
Real Estate1.8%
By country
JPJapan20.3%
GBUnited Kingdom11.5%
CACanada11.3%
CHSwitzerland8.3%
FRFrance7.6%
DEGermany7.4%
NLNetherlands5.7%
AUAustralia4.9%
CurrencyEUR 31.7% JPY 20.3% GBP 11.5% CAD 11.3% CHF 8.3%
05Similar funds
funds with comparable exposure
VT
the world portfolio (VT)
2,027 shared companies
18.0%compare →

Ranked by how much of their holdings you already own through this fund. Overlap by weight where shown.

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