IFA Index Portfolio 70 S2B2

Moderately Aggressive: Generally intended for investors who have at least 12 years before needing approximately 20% of their investments and are willing to accept a higher degree of volatility in order to achieve higher 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 70 Allocation

Stock Fund Allocation: 70%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 47.60% Large 33.60% Core 33.60% DFA US Sustainability Core Equity 1 33.60% DFSIX 1,787 4.19
Small 14.00% Value 14.00% DFA US Sustainability Targeted Val Instl 14.00% DAABX 935 1.49
Global 31.40% Large 31.40% Real Estate 1.40% Vert Global Sustainable Real Estate ETF 1.40% VGSR 161 1.70
International 14.00% Large 14.00% Core 14.00% DFA Int'l Sustainability Core Equity 14.00% DFSPX 3,443 2.25
Emerging Markets 7.00% Large 7.00% Core 7.00% DFA Em Mkts Sustnby Cor 1 Instl 7.00% DESIX 4,530 2.02

Bond Fund Allocation: 30%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
Global 31.40% Broad 30.00% Mixed 30.00% DFA Global Sustainability Fixed Income 30.00% DGSFX 287 n/a n/a
*Updated as of 11/2/2026

For more information see Sustainability Investing at dimensional.com.