DFSU
+2.42 · +5.84%
$43.91 · NYSE ARCA

Dimensional US Sustainability Core 1 ETF (DFSU) ETF Analysis | Large Blend

Dimensional Fund Advisors · USA
AUM:$1.9B
#– of – in Large Blend 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 15.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.18% — competitive for the exposure provided.

What is DFSU?

The Portfolio is designed to purchase a broad and diverse group of securities of U. 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DFSU delivered 15.1% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 29.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.9B
Expense Ratio0.18%
Dividend Yield0.84%
Holdings50
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta1.08
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would DFSU affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.1%
1Y
+17.3%
3Y
+71.0%
5Y
+101.9%
OpenBook InsightIf you had invested £10,000 in DFSU 5 years ago, it would have grown to £20,190 — a gain of £10,190.

Annual Returns

Calendar year performance

DFSU delivered positive returns in 5 of the last 5 calendar years.
YearDFSU
2026 YTD+11.4%
2025+15.9%
2024+23.9%
2023+26.7%
2022+0.6%
CAGR 4yr+16.3%
5/5 positive yearsAvg return: +15.7%Worst year: +0.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.1%
Low
Momentum
+3.3%
30-day change
Support Level
47.80
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.