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- Upturn Summary
- Fund Details
Upturn AI Summary
Dimensional US Sustainability Core 1 ETF(DFSU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DFSU
10/28/2026: DFSU (2-star) is currently NOT-A-BUY. Pass it for now.
DFSU provides broad exposure to US equities through an actively managed, systematic process that integrates factor tilts and sustainability criteria. Its primary strengths are the research-backed methodology of Dimensional Fund Advisors and its low-cost structure. It is designed as a core portfolio holding for investors seeking long-term growth who also value sustainability. Key risks include standard market volatility and the potential underperformance of its factor tilts relative to the broad market. It is best suited for long-term, buy-and-hold investors monitoring factor performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund captures long-term growth trends in sustainable and factor-tilted equities. |
| Momentum investor | Mixed fit | While systematic, the fund is not optimized for short-term momentum signals. |
| Value investor | Strong fit while signal remains positive | The fund explicitly incorporates value and profitability factors into its systematic security selection. |
| Dividend/Income investor | Mixed fit | The fund prioritizes total return rather than specific dividend yield, though many holdings pay dividends. |
| Low-risk investor | Medium | Equity market volatility remains a factor for this fund despite its diversified approach. |
Investor Profile
Ideal Investor Profile
Long-term investors who support sustainability goals and believe in systematic, factor-based investing.
Suitability
Best suited for long-term investors seeking a core equity holding with an integrated ESG and factor-based philosophy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity fund, it is subject to the inherent price swings of the US stock market. |
| Market risk | High | The fund is fully invested in equities and will move in correlation with broader US economic conditions. |
| Concentration | Low | The fund holds a broad range of securities, mitigating the risk of individual company failure. |
| Tracking/expense | Low | The low expense ratio and active management process help minimize drag on long-term performance. |
| Liquidity | Low | The fund focuses on liquid, large-cap companies, ensuring ease of entry and exit for most investors. |
| Business/sector quality | Medium | The sustainability screen may lead to under-exposure in certain high-carbon sectors compared to the total market. |
Risk Analysis
Volatility
DFSU experiences volatility typical of diversified US equity portfolios, managed by factor exposures.
Market Risk
The fund is inherently exposed to US equity market risk, including economic, political, and systemic shocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 70 | This provides core exposure to the largest, most established US companies with sustainable practices. |
| Market capitalization | US Mid/Small-Cap Equities | 25 | Allocating to smaller companies allows the fund to capture potential size-based market premiums. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for liquidity management and daily operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 37.31% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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