International Sustainability Core 1 Portfolio

DFA INVESTMENT DIMENSIONS GROUP INC

Actively managed developed international equity fund
$4.41B NAV
3,447 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

International Sustainability Core 1 Portfolio is an actively managed developed international equity fund.

Asset class
Equity
Region
Developed international
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The investment objective of the International Sustainability Core 1 Portfolio (the Portfolio) is long-term capital appreciation.

Strategy · summarised

The fund invests in a broad, market-capitalization-weighted universe of developed-market non-U.S. equities while moderately tilting toward smaller-cap, lower-price, and higher-profitability companies relative to their market weight. The fund adjusts these tilts based on sustainability criteria, including carbon intensity and emissions rankings, and excludes or underweights securities of companies involved in coal, tobacco, cluster munitions, severe environmental controversies, and other designated activities. Because the fund's allocation to value and profitability tilts and its sustainability exclusions will shift with market movements and company circumstances, its composition may diverge materially from the underlying market-cap-weighted universe.

Expenses
0.24%one share class
Share classExpense ratio
C0000572640.24%

Portfolio turnover 12.00% · as of 2026 Q1

Allocation

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

111.57%
of net assets
Stocks105.33%
Cash & short-term6.24%

These positions come to 111.57% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 156 new294 exited

Largest new: Roche Holding AG, Reckitt Benckiser Group PLC, SUNB, CDE, Anheuser-Busch InBev SA, Vonovia SE, Barry Callebaut AG, Kyocera Corp

Largest exited: Roche Holding AG, AstraZeneca PLC, Reckitt Benckiser Group PLC, New Gold Inc, Ashtead Group PLC, Bank Leumi Le-Israel BM, RGLD, Just Group PLC

Return profile

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

1-year
+24.69%
3-year
+55.66%
5-year
+48.07%
Volatility
14.37%
Worst 3-yr fall
-11.16%
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
The DFA Investment Trust Company6.49%$285.98M
Dimensional Holdings Inc.6.24%$275.01M
ASML Holding NV2.10%$92.41M
Novartis AGNVS1.09%$48.23M
Roche Holding AG1.07%$47.37M
Royal Bank of CanadaRY1.05%$46.16M
AstraZeneca PLC0.89%$39.43M
LVMH Moet Hennessy Louis Vuitton SE0.68%$30.04M
Novo Nordisk A/S0.63%$27.91M
Toyota Motor Corp0.62%$27.32M
Showing 10 of 3,447Sign 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 20.87% of net assets, top 25 28.37%, across 3.4K 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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