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Dimensional US Sustainability Core 1 ETF (DFSU)
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Upturn Advisory Summary
12/01/2025: DFSU (1-star) is currently NOT-A-BUY. Pass it for now.
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 35.64% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/01/2025 |
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) aims to provide long-term capital appreciation by investing in a broad portfolio of U.S. companies that meet specific sustainability criteria.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded investment firm known for its systematic, factor-based approach and commitment to low-cost investing.
Management Expertise
DFA has a highly experienced management team with a strong track record in managing quantitative investment strategies.
Investment Objective
Goal
To provide long-term capital appreciation while considering sustainability factors.
Investment Approach and Strategy
Strategy: The ETF employs a multi-factor model focusing on value, profitability, and momentum while also screening for sustainability factors, tilting towards companies with higher sustainability ratings and lower carbon emissions.
Composition Primarily invests in U.S. stocks across various market capitalizations, with a focus on companies meeting sustainability criteria.
Market Position
Market Share: Data on DFSU's precise market share is limited, but its presence is growing within the sustainability-focused ETF landscape.
Total Net Assets (AUM): 380000000
Competitors
Key Competitors
- ESGU
- SUSL
- VSGX
Competitive Landscape
The sustainable ETF market is competitive with several established players. DFSU differentiates itself through DFA's factor-based approach and specific sustainability criteria, providing a nuanced approach compared to broader ESG ETFs, though AUM is lower than competitors.
Financial Performance
Historical Performance: Limited due to recent inception. Historical data should be reviewed from reputable financial websites.
Benchmark Comparison: Performance should be compared to a broad U.S. market index, such as the Russell 3000, adjusted for sustainability screens. This data is not yet widely available due to the fund's young age.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with average trading volumes ensuring relatively efficient trading for most investors.
Bid-Ask Spread
Typical bid-ask spreads are generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, investor sentiment towards sustainable investing, and regulatory developments all influence DFSU's performance.
Growth Trajectory
Growth is tied to increasing investor interest in sustainable investing and DFA's ability to attract assets based on its factor-based approach and sustainability focus. No strategy/holdings changes to report at this time.
Moat and Competitive Advantages
Competitive Edge
DFSU leverages DFA's established factor-based investment approach, integrating sustainability screens to offer a distinct value proposition. Its systematic methodology differentiates it from competitors relying solely on market-cap weighting or basic ESG scores. The ETF's low expense ratio further enhances its attractiveness, appealing to cost-conscious investors seeking both financial returns and alignment with sustainability values. The ETF targets a slightly different risk/return profile from standard market indexes, and does a factor screen.
Risk Analysis
Volatility
Volatility is expected to be similar to the broader U.S. equity market, given its diversified holdings.
Market Risk
Subject to market risk inherent in equity investments, as well as the specific risks associated with sustainability-focused companies.
Investor Profile
Ideal Investor Profile
Long-term investors seeking capital appreciation while prioritizing sustainable investments. Suitable for those comfortable with equity market risk and seeking to align their portfolio with environmental and social values.
Market Risk
Best suited for long-term investors and passive index followers looking for sustainability-focused exposure.
Summary
The Dimensional US Sustainability Core 1 ETF (DFSU) provides a diversified exposure to US equities using Dimensional Fund Advisor's factor-based investing strategies while incorporating sustainability. The fund targets long-term capital appreciation and holds companies with higher sustainability ratings and lower carbon emissions. Its low expense ratio and systematic investment process may appeal to investors. Market liquidity and volatility reflect those of broader U.S. equity markets, making it a fit for long-term investors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and 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.