U.S. Sustainability Core 1 Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
Fund classification
Classified from what the fund holds · as of 2026 Q2
U.S. Sustainability Core 1 Portfolio is an actively managed U.S. equity fund. 19% of U.S. Sustainability Core 1 Portfolio’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 94% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2026 Q1
The investment objective of the U.S. Sustainability Core 1 Portfolio (the Portfolio) is long-term capital appreciation.
The fund invests in a broad portfolio of U.S. equities weighted by market capitalization, with moderate overweighting toward smaller companies, lower-priced stocks, and higher-profitability firms relative to the broader market. The fund applies sustainability screens that exclude or underweight companies with high carbon intensity, exposure to coal, tobacco, cluster munitions, palm oil, factory farming, and other environmental or governance concerns, while overweighting companies ranked favorably on sustainability metrics. Because the fund's composition is adjusted based on sustainability considerations and shorter-term factors like price momentum, its holdings and weightings will diverge from a market-cap-weighted index of U.S. equities.
| Share class | Expense ratio |
|---|---|
| C000057263 | 0.17% |
Portfolio turnover 13.00% · as of 2026 Q1
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 101.47% |
| Cash & short-term | 2.00% |
| Derivatives | 0.00% |
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
| Information Technology | 25.2% |
| Financials | 16.1% |
| Industrials | 12.3% |
| Consumer Discretionary | 11.4% |
| 11 smaller | 35.0% |
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
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
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| NVDA | NVIDIA CorpNVDA | 6.63% | $199.57 | $552.41M | 2.8M |
| AAPL | Apple IncAAPL | 5.57% | $271.35 | $464.25M | 1.7M |
| AMZN | Amazon.com IncAMZN | 3.36% | $265.06 | $280.13M | 1.1M |
| GOOGL | Alphabet IncGOOGL | 2.91% | $384.80 | $242.44M | 630.0K |
| META | Meta Platforms IncMETA | 2.90% | $611.91 | $241.63M | 394.9K |
| AVGO | Broadcom IncAVGO | 2.44% | $417.43 | $203.40M | 487.3K |
| MSFT | Microsoft CorpMSFT | 2.29% | $407.78 | $190.79M | 467.9K |
| GOOG | Alphabet IncGOOG | 2.21% | $381.94 | $183.72M | 481.0K |
| — | Dimensional Holdings Inc. | 1.77% | — | $147.61M | — |
| — | The DFA Investment Trust Company | 1.61% | $11.57 | $133.78M | 11.6M |
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 31.68% of net assets, top 25 43.09%, 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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