IFA Index Portfolio 75 S2B2

Moderately Aggressive: Generally intended for investors who have at least 13 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 75 Allocation

Stock Fund Allocation: 75%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 51.00% Large 36.00% Core 36.00% DFA US Sustainability Core Equity 1 36.00% DFSIX 1,787 4.19
Small 15.00% Value 15.00% DFA US Sustainability Targeted Val Instl 15.00% DAABX 935 1.49
Global 26.50% Large 26.50% Real Estate 1.50% Vert Global Sustainable Real Estate ETF 1.50% VGSR 161 1.70
International 15.00% Large 15.00% Core 15.00% DFA Int'l Sustainability Core Equity 15.00% DFSPX 3,443 2.25
Emerging Markets 7.50% Large 7.50% Core 7.50% DFA Em Mkts Sustnby Cor 1 Instl 7.50% DESIX 4,530 2.02

Bond Fund Allocation: 25%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
Global 26.50% Broad 25.00% Mixed 25.00% DFA Global Sustainability Fixed Income 25.00% DGSFX 287 n/a n/a
*Updated as of 11/2/2026

For more information see Sustainability Investing at dimensional.com.