Dimensional World ex U.S. Sustainability Targeted Value PortfolioDADIX

MUTUAL FUNDDimensional
Type
Mutual fund
Peer group
International equity
Net assets
$165.4M
Expense ratio
0.52%
1-year return
+37.0%
3 years, a year
—
5 years, a year
—
Holdings
2,145

What it aims to do.

The investment objective of the Dimensional World ex U.S. Sustainability Targeted Value Portfolio (the World ex U.S. Sustainability Targeted Value Portfolio or Portfolio) is to achieve long-term capital appreciation.

Top 10 holdings.

Holding% of fund
JOBY Dimensional Holdings Inc.7.75%
The DFA Investment Trust Company7.58%
JOBY Unimicron Technology Corp0.86%
JOBY Helvetia Baloise Holding AG0.62%
JOBY Bank of Ireland Group PLC0.62%
JOBY Cie Generale des Etablissements Michelin SCA0.60%
MGA Magna International Inc0.59%
JOBY Julius Baer Group Ltd0.58%
JOBY Mitsui Kinzoku Co Ltd0.56%
JOBY NN Group NV0.55%

More on DADIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.