IFA Index Portfolio 100 S2B2

Most Aggressive: Generally intended for investors who have at least 15 years before needing approximately 20% of their investments and are willing to accept a very high degree of volatility in exchange for high portfolio growth potential.

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 100 Allocation

Stock Fund Allocation: 100%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 68.00% Large 48.00% Core 48.00% DFA US Sustainability Core Equity 1 48.00% DFSIX 1,787 4.19
Small 20.00% Value 20.00% DFA US Sustainability Targeted Val Instl 20.00% DAABX 935 1.49
Global 2.00% Large 2.00% Real Estate 2.00% Vert Global Sustainable Real Estate ETF 2.00% VGSR 161 1.70
International 20.00% Large 20.00% Core 20.00% DFA Int'l Sustainability Core Equity 20.00% DFSPX 3,443 2.25
Emerging Markets 10.00% Large 10.00% Core 10.00% DFA Em Mkts Sustnby Cor 1 Instl 10.00% DESIX 4,530 2.02

Bond Fund Allocation: 0%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
Global 2.00% Broad 0.00% Mixed 0.00% DFA Global Sustainability Fixed Income 0.00% DGSFX 287 n/a n/a
*Updated as of 11/2/2026

For more information see Sustainability Investing at dimensional.com.