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Upturn AI SWOT - About
Dimensional US Sustainability Core 1 ETF (DFSU)
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Upturn Advisory Summary
10/10/2025: DFSU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 34.11% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 30.81 - 39.57 | Updated Date 06/29/2025 |
52 Weeks Range 30.81 - 39.57 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional US Sustainability Core 1 ETF
ETF Overview
Overview
The Dimensional US Sustainability Core 1 ETF (DFSU) provides exposure to a broad portfolio of U.S. companies while emphasizing sustainability based on environmental and social factors. It aims for long-term capital appreciation through a diversified approach.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-respected firm known for its systematic, research-driven investment approach and long-term focus.
Management Expertise
DFA has a highly experienced management team with expertise in quantitative investing and sustainability analysis.
Investment Objective
Goal
To achieve long-term capital appreciation while emphasizing sustainability criteria.
Investment Approach and Strategy
Strategy: The ETF does not strictly track a specific index but uses a systematic approach to select and weight securities based on market capitalization, profitability, and sustainability factors.
Composition The ETF primarily holds stocks of U.S. companies across various sectors.
Market Position
Market Share: Data unavailable to compute the market share precisely without access to real-time proprietary market data for all competing sustainability focused ETF.
Total Net Assets (AUM): 52640000
Competitors
Key Competitors
- ESGV
- SUSL
- VUSA
Competitive Landscape
The sustainability ETF market is competitive, with many options available. DFSU differentiates itself with DFA's systematic investment approach. Competitors like ESGV and SUSL often track established sustainability indexes. It's harder to find the exact market share.
Financial Performance
Historical Performance: Historical performance data is not provided, but can be found on major financial websites.
Benchmark Comparison: Benchmark data is unavailable in this extraction, but can be found on major financial websites.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume is adequate for most investors, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions all influence DFSU's performance. Investor sentiment towards sustainable investing also plays a significant role.
Growth Trajectory
DFSU's growth trajectory is linked to the broader trend of increased adoption of ESG and sustainable investing strategies. The ETF's holdings and strategy are periodically reviewed and may be adjusted to reflect changes in the market and DFA's research.
Moat and Competitive Advantages
Competitive Edge
DFSU's competitive advantage lies in its affiliation with Dimensional Fund Advisors (DFA), a firm known for its rigorous, research-driven approach to investing. DFA's systematic investment process aims to capture higher expected returns through a combination of value, profitability, and size premiums, while also considering sustainability factors. This strategy is implemented through carefully designed portfolios with low turnover and cost efficiency. Furthermore, DFA's well-established reputation and trusted brand in the investment community provide a strong foundation for DFSU.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to that of the broader U.S. equity market.
Market Risk
The ETF is subject to market risk, meaning that the value of its holdings can fluctuate due to economic conditions, investor sentiment, and other factors. Sustainability considerations might limit investment options and can potentially impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term investment horizon who seeks capital appreciation and prioritizes sustainable investing. They understand the inherent risks of equity investments and the potential benefits of DFA's systematic approach.
Market Risk
The ETF is suitable for long-term investors and passive index followers who want to incorporate sustainability into their portfolios.
Summary
The Dimensional US Sustainability Core 1 ETF (DFSU) offers exposure to a diversified portfolio of U.S. equities while emphasizing sustainability. The ETF is managed by DFA, a respected firm with a systematic investment approach. This ETF could offer a reasonable option for investors who want long-term capital appreciation from US Stocks with a focus on ESG. The ETF's expense ratio and competitive landscape are important considerations for investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- Major Financial Websites (e.g., Bloomberg, Yahoo Finance)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market Share data may not be exact, and you should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dimensional US Sustainability Core 1 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.