DFSI Dimensional International Sustainability Core 1 ETF
What is DFSI?
DFSI is an actively managed ETF that aims to invest in a portfolio of non-US developed market equities across all market-caps with perceived high profitability and positive sustainability characteristics.
DFSI Factset Analytics Insight
DFSI is an actively managed fund that seeks long-term capital appreciation by investing in a broad portfolio of non-US developed market companies across various market-caps and sectors, with emphasis on those with smaller market-caps, lower relative price, and higher perceived profitability. The fund may gain exposure to these companies by holding depositary receipts. 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. DFSI 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.
DFSI Summary Data
DFSI Portfolio Data
DFSI Index Data
DFSI Portfolio Management
DFSI Tax Exposures
DFSI Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFSI. DFSI is rated a N/A out of 5.
DFSI Sector/Industry Breakdown
DFSI Top 10 Holdings
DFSI Performance Statistics
DFSI Benchmark Comparison Summary
DFSI 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.