IFA Index Portfolio 30 S2B2

Moderately Conservative: Generally intended for investors who have 6 years before needing approximately 20% of their investments and are willing to accept a moderately conservative degree of risk to achieve moderately conservative portfolio growth potential with 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 30 Allocation

Stock Fund Allocation: 30%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 20.40% Large 14.40% Core 14.40% DFA US Sustainability Core Equity 1 14.40% DFSIX 1,787 4.19
Small 6.00% Value 6.00% DFA US Sustainability Targeted Val Instl 6.00% DAABX 935 1.49
Global 70.60% Large 70.60% Real Estate 0.60% Vert Global Sustainable Real Estate ETF 0.60% VGSR 161 1.70
International 6.00% Large 6.00% Core 6.00% DFA Int'l Sustainability Core Equity 6.00% DFSPX 3,443 2.25
Emerging Markets 3.00% Large 3.00% Core 3.00% DFA Em Mkts Sustnby Cor 1 Instl 3.00% DESIX 4,530 2.02

Bond Fund Allocation: 70%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
Global 70.60% Broad 70.00% Mixed 70.00% DFA Global Sustainability Fixed Income 70.00% DGSFX 287 n/a n/a
*Updated as of 11/2/2026

For more information see Sustainability Investing at dimensional.com.