DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
What is DFSE?
DFSE is an actively managed ETF that aims to invest in a portfolio of emerging market equities across all market-caps with perceived high profitability and positive sustainability characteristics.
DFSE Factset Analytics Insight
DFSE is actively managed to seek long-term capital appreciation by investing in a portfolio of emerging market companies across various market-caps and sectors, with emphasis on smaller companies, lower relative price, and higher perceived profitability. The fund may gain exposure by holding depositary receipts. It may also invest in China A-shares and variable interest entities. In assessing relative price and profitability, the adviser looks at balance sheet ratios and performance. The adviser may choose to adjust a company’s allocation in the fund based on short-term considerations like price momentum and investment characteristics. DFSE may also modify component weights by looking at environmental and other sustainability factors. Companies with high greenhouse gas emissions intensity or fossil fuel reserves relative to other issuers are excluded from the fund. The use of derivatives or securities lending may be pursued in order to generate additional income. It may also use forward currency contracts to hedge against foreign currency exposure.
DFSE Summary Data
DFSE Portfolio Data
DFSE Index Data
DFSE Portfolio Management
DFSE Tax Exposures
DFSE Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFSE. DFSE is rated a N/A out of 5.
DFSE Sector/Industry Breakdown
DFSE Top 10 Holdings
DFSE Performance Statistics
DFSE Benchmark Comparison Summary
DFSE Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.