Dimensional - US Sustainability Core 1 ETF (DFSU) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDimensional - US Sustainability Core 1 ETF (DFSU) trades at $48.00. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for DFSU: DFSU does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Dimensional - US Sustainability Core 1 ETF (DFSU) Financial Services Profile
Dimensional - US Sustainability Core 1 ETF (DFSU) offers investors a diversified portfolio of U.S. equities, emphasizing smaller, value-oriented, and profitable companies. The fund integrates sustainability considerations into its investment process, appealing to investors seeking both financial returns and positive environmental, social, and governance (ESG) impact within the asset management sector.
What Is the Investment Thesis for DFSU?
The fund's emphasis on smaller capitalization, value, and profitability factors has historically delivered strong risk-adjusted returns. With a market cap of $1.94 billion and a beta of 1.09, DFSU offers exposure to a diversified portfolio of U.S. equities. Growth catalysts include increasing investor demand for sustainable investment options and continued outperformance of the targeted factors. However, potential risks include market volatility and the possibility that the targeted factors may underperform in certain market environments. The fund's success hinges on its ability to consistently apply its investment strategy and adapt to changing market conditions.
Based on FMP financials and quantitative analysis
DFSU Key Highlights
Market Cap of $1.94 billion indicates a substantial asset base, reflecting investor confidence and fund stability.
- Beta of 1.09 suggests the fund's volatility is similar to the overall market, providing a balanced risk profile.
- Sustainability focus aligns with growing investor demand for ESG investments, potentially attracting more capital.
- Factor-based approach targeting smaller capitalization, value, and profitability companies aims to enhance long-term returns.
- Broad diversification across U.S. equities mitigates risk and provides exposure to various sectors and industries.
Who Are DFSU's Competitors?
DFSU is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BALT Innovator Defined Wealth Shield ETF | $34.99 | 0.00% | $2.81B | — |
| BSVO EA Bridgeway Omni Small-Cap Value ETF | $28.63 | +0.53% | $2.32B | — |
| EQWL Invesco S&P 100 Equal Weight ETF | $130.05 | +0.29% | $2.66B | — |
| EWA iShares MSCI Australia ETF | $28.43 | +0.39% | $1.39B | — |
| FSMD FIDELITY SMALL-MID MULTIFACTOR ETF | $50.23 | +0.12% | $2.57B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DFSU's Key Strengths?
Diversified exposure to U.S. equities.
- Emphasis on smaller capitalization, value, and profitability factors.
- Integration of sustainability considerations.
- Low expense ratio.
What Are DFSU's Weaknesses?
Potential underperformance of targeted factors in certain market environments.
- Reliance on factor-based investment strategy.
- Limited control over individual stock selection.
What Are the Key Risks for DFSU?
Market volatility impacting fund performance.
- Underperformance of targeted factors in certain market environments.
- Increased competition from other sustainable funds.
- Changes in investor preferences.
What Are DFSU's Competitive Advantages?
- Established track record in factor-based investing.
- Strong reputation for evidence-based investment strategies.
- Integration of sustainability considerations into the investment process.
- Low expense ratio compared to actively managed sustainable funds.
What Does DFSU Do?
Dimensional - US Sustainability Core 1 ETF (DFSU) is an exchange-traded fund designed to provide investors with exposure to a broad and diverse group of U.S. companies. The fund's investment strategy focuses on companies of all sizes, with a deliberate tilt towards smaller capitalization, lower relative price (value), and higher profitability companies compared to their representation in the broader U.S. market. This approach is rooted in academic research suggesting that these factors have historically been associated with higher long-term returns. What sets DFSU apart is its integration of sustainability considerations into the investment process. The fund adjusts its portfolio composition based on sustainability impact, aiming to overweight companies with positive environmental, social, and governance (ESG) characteristics. This makes DFSU a noteworthy option for investors seeking to align their investments with their values without sacrificing diversification or potential returns. The fund operates within the asset management industry, providing a vehicle for investors to access a specific investment strategy managed by Dimensional Fund Advisors, a firm known for its evidence-based investment approach.
What Products and Services Does DFSU Offer?
- Invests in a broad and diverse group of securities of U.S. companies.
- Provides exposure to companies of all sizes.
- Emphasizes smaller capitalization companies.
- Focuses on lower relative price (value) companies.
- Targets higher profitability companies.
- Adjusts portfolio composition based on sustainability impact considerations.
How Does DFSU Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking diversified exposure to U.S. equities with a sustainability focus.
- Implements a factor-based investment strategy targeting smaller capitalization, value, and profitability companies.
What Industry Does DFSU Operate In?
The Dimensional - US Sustainability Core 1 ETF (DFSU) operates within the asset management industry, a sector characterized by intense competition and evolving investor preferences. The increasing demand for sustainable investing has led to a proliferation of ESG-focused funds, creating both opportunities and challenges for DFSU. The fund's factor-based approach and emphasis on smaller capitalization, value, and profitability companies differentiate it from many of its peers. The asset management industry is expected to continue growing, driven by factors such as rising global wealth and increasing awareness of the importance of retirement planning.
Who Are DFSU's Key Customers?
- Individual investors seeking diversified exposure to U.S. equities.
- Institutional investors looking to incorporate sustainability considerations into their portfolios.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-05 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -0.9%.
DFSU Financials
Bull Case vs Bear Case
Bull Case
- Diversified exposure to U.S. equities.
- Emphasis on smaller capitalization, value, and profitability factors.
- Integration of sustainability considerations.
- Low expense ratio.
Bear Case
- Potential underperformance of targeted factors in certain market environments.
- Reliance on factor-based investment strategy.
- Limited control over individual stock selection.
- Potential: Market volatility impacting fund performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DFSU Latest News
No recent news available for DFSU.
DFSU Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DFSU.
Price Targets
Wall Street price target analysis for DFSU.
DFSU MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DFSU; grades run from A+ (80-100) to F (below 30).
DFSU Financials Stock FAQ
How sensitive is DFSU to interest rate changes?
As an equity ETF, DFSU's direct sensitivity to interest rate changes is less pronounced compared to fixed-income investments. However, interest rate movements can indirectly impact the fund's performance through their effects on the broader economy and the valuations of the companies in which it invests.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Reliance on provided data sources may not capture all relevant information.