IFA Index Portfolio 80 S2B2

Aggressive: Generally intended for investors who have at least 14 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 80 Allocation

Stock Fund Allocation: 80%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 54.40% Large 38.40% Core 38.40% DFA US Sustainability Core Equity 1 38.40% DFSIX 1,787 4.19
Small 16.00% Value 16.00% DFA US Sustainability Targeted Val Instl 16.00% DAABX 935 1.49
Global 21.60% Large 21.60% Real Estate 1.60% Vert Global Sustainable Real Estate ETF 1.60% VGSR 161 1.70
International 16.00% Large 16.00% Core 16.00% DFA Int'l Sustainability Core Equity 16.00% DFSPX 3,443 2.25
Emerging Markets 8.00% Large 8.00% Core 8.00% DFA Em Mkts Sustnby Cor 1 Instl 8.00% DESIX 4,530 2.02

Bond Fund Allocation: 20%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
Global 21.60% Broad 20.00% Mixed 20.00% DFA Global Sustainability Fixed Income 20.00% DGSFX 287 n/a n/a
*Updated as of 11/2/2026

For more information see Sustainability Investing at dimensional.com.