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DFSE
+2.96 · +7.35%
$43.27 · NYSE ARCA

Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) ETF Analysis | Diversified Emerging Mkts

Dimensional Fund Advisors · USA
AUM:$567.6M
#– of – in Diversified Emerging Mkts ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 38.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.41% — moderate cost. Consider how fees compound over long holding periods.

What is DFSE?

The Portfolio is designed to purchase a broad and diverse group of securities associated with emerging markets. 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 Emerging Markets Universe, while adjusting the composition of the Portfolio based on sustainability impact considerations.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DFSE delivered 38.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.41%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 18.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$567.6M
Expense Ratio0.41%
Dividend Yield2.11%
Holdings49
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta0.95
CategoryDiversified Emerging Mkts
CurrencyUSD
Portfolio Impact

How would DFSE affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.6%
1Y
+25.0%
3Y
+68.5%
5Y
+107.6%
OpenBook InsightIf you had invested £10,000 in DFSE 5 years ago, it would have grown to £20,764 — a gain of £10,764.

Annual Returns

Calendar year performance

DFSE delivered positive returns in 5 of the last 5 calendar years.
YearDFSE
2026 YTD+15.8%
2025+28.7%
2024+8.4%
2023+13.8%
2022+11.6%
CAGR 4yr+15.4%
5/5 positive yearsAvg return: +15.7%Worst year: +8.4% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
22.0%
Moderate
Momentum
+7.0%
30-day change
Support Level
46.67
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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