IFA Index Portfolio 50 S2B2

Moderate: Generally intended for investors who have 8 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate 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 50 Allocation

Stock Fund Allocation: 50%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 34.00% Large 24.00% Core 24.00% DFA US Sustainability Core Equity 1 24.00% DFSIX 1,787 4.19
Small 10.00% Value 10.00% DFA US Sustainability Targeted Val Instl 10.00% DAABX 935 1.49
Global 51.00% Large 51.00% Real Estate 1.00% Vert Global Sustainable Real Estate ETF 1.00% VGSR 161 1.70
International 10.00% Large 10.00% Core 10.00% DFA Int'l Sustainability Core Equity 10.00% DFSPX 3,443 2.25
Emerging Markets 5.00% Large 5.00% Core 5.00% DFA Em Mkts Sustnby Cor 1 Instl 5.00% DESIX 4,530 2.02

Bond Fund Allocation: 50%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
Global 51.00% Broad 50.00% Mixed 50.00% DFA Global Sustainability Fixed Income 50.00% DGSFX 287 n/a n/a
*Updated as of 11/2/2026

For more information see Sustainability Investing at dimensional.com.