IFA Index Portfolio 0 S2B2

Most Conservative: Generally intended for investors who have 2 years before needing approximately 20% of their investments and are comfortable with minimal risk to achieve incremental portfolio growth potential with an emphasis on capital preservation.

S1B1, S2B2, S3B1, S4B9 and S5B10 refer to various IFA Index allocations of stock and bond indexes. Please contact an IFA Wealth Advisor for more details on Index options.

S16B6 - IFA Sustainable Portfolio 0 Allocation

Stock Fund Allocation: 0%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 0.00% Large 0.00% Core 0.00% DFA US Sustainability Core Equity 1 0.00% DFSIX 1,787 4.19
Small 0.00% Value 0.00% DFA US Sustainability Targeted Val Instl 0.00% DAABX 935 1.49
Global 100.00% Large 100.00% Real Estate 0.00% Vert Global Sustainable Real Estate ETF 0.00% VGSR 161 1.70
International 0.00% Large 0.00% Core 0.00% DFA Int'l Sustainability Core Equity 0.00% DFSPX 3,443 2.25
Emerging Markets 0.00% Large 0.00% Core 0.00% DFA Em Mkts Sustnby Cor 1 Instl 0.00% DESIX 4,530 2.02

Bond Fund Allocation: 100%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
Global 100.00% Broad 100.00% Mixed 100.00% DFA Global Sustainability Fixed Income 100.00% DGSFX 287 n/a n/a
*Updated as of 11/2/2026

For more information see Sustainability Investing at dimensional.com.