Dimensional US Sustainability Core 1 ETF

Dimensional ETF Trust · 1 share class

Actively managed U.S. equity ETF
One fund, 1 share class:DFSU
$2.07B NAV
1,873 positions · as of 2026-04-30 · filed 2026-06-29

Fund classification

Classified from what the fund holds · as of 2026 Q2

Dimensional US Sustainability Core 1 ETF is an actively managed U.S. equity ETF. 19% of DFSU’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 99% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
ETF

Fund profile

As filed in the prospectus · 2026 Q1

The investment objective of the Dimensional US Sustainability Core 1 ETF (the US Sustainability ETF or Portfolio) is to achieve long-term capital appreciation.

Strategy · summarised

The fund invests in a broad portfolio of U.S. companies across all market capitalizations, tilting toward smaller-cap, value, and higher-profitability stocks relative to their weight in the broader market, while systematically underweighting or excluding companies that rank poorly on carbon intensity, potential emissions from reserves, and other sustainability criteria including coal, tobacco, and severe environmental or governance controversies. The fund's sustainability screening may cause its holdings and sector weights to diverge materially from those of an unscreened U.S. equity portfolio. The fund is actively managed and does not track a specific index.

Expenses
0.15%one share class
Share classExpense ratio
DFSU0.15%

Portfolio turnover 5.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

102.36%
of net assets
Stocks99.84%
Cash & short-term2.52%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology26.6%
Financials16.4%
Industrials13.2%
Consumer Discretionary11.2%
11 smaller32.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
19%of stock holdings in top-quartile growers
covering 99% of the fund’s equity
Earnings growth
26%of stock holdings in top-quartile growers
covering 90% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 73 new124 exited

Largest new: ROIV, PCOR, PIPR, VAL, OPEN, IP, ENPH, CE

Largest exited: HOLOGIC, INC., EXACT SCIENCES CORPORATION, AIR LEASE CORPORATION, JANUS HENDERSON GROUP PLC, SNAP, SEALED AIR CORPORATION, CMA, Cadence Bank

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+28.25%
3-year
+73.20%
5-year
42 of 60 months
Volatility
12.92%
Worst 3-yr fall
-9.88%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CORPORATIONNVDA6.83%$141.42M
APPLE INC.AAPL5.78%$119.63M
AMAZON.COM, INC.AMZN3.40%$70.46M
META PLATFORMS, INC.META2.85%$59.05M
ALPHABET INC.GOOGL2.75%$56.90M
DIMENSIONAL FUND ADVISORS LP2.52%$52.26M
BROADCOM INC.AVGO2.46%$51.01M
MICROSOFT CORPORATIONMSFT2.43%$50.23M
ALPHABET INC.GOOG2.23%$46.25M
JPMORGAN CHASE & CO.JPM1.50%$31.14M
Showing 10 of 1,873Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 32.76% of net assets, top 25 43.18%, across 1.8K issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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