DFSU Dimensional US Sustainability Core 1 ETF
What is DFSU?
DFSU is an actively managed ETF that aims to invest in a portfolio of US equities across all market-caps with perceived high profitability and positive sustainability characteristics.
DFSU Factset Analytics Insight
DFSU is an actively managed fund that seeks long-term capital appreciation by investing in a broad portfolio of US companies across various market-caps and sectors, with emphasis on those with smaller market-caps, lower relative price, and higher perceived profitability. In assessing relative price and profitability, the adviser looks at balance sheet ratios and performance. The adviser may choose to exclude or adjust an eligible company’s allocation in the fund based on short-term considerations like price momentum and investment characteristics. DFSU 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.
DFSU Portfolio Data
DFSU Index Data
DFSU Portfolio Management
DFSU Tax Exposures
DFSU Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFSU. DFSU is rated a N/A out of 5.
DFSU Sector/Industry Breakdown
DFSU Top 10 Holdings
DFSU Performance Statistics
DFSU Benchmark Comparison Summary
DFSU 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.