DFA U.S. Sustainability Core 1 Portfolio

Class Inst (DFSIX)
Scorecard
5 / 5 Stars
Lipper
5 5 4 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.34 0.34
Stocks 97.52 97.52
Bonds 0.0 0.0
Other 0.01 0.01
Foreign Bonds 0.0 0.0
Foreign Stocks 2.13 2.13
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL 17.82 1.61
Microsoft Corp MSFT 13.42 1.42
Johnson & Johnson JNJ 17.08 1.16
Exxon Mobil Corporation XOM 1.46 1.12
JPMorgan Chase & Co JPM 0.43 1.01
Verizon Communications Inc VZ 2.63 0.86
AT&T Inc T 3.53 0.85
Bank of America Corporation BAC 0.32 0.82
Wells Fargo & Co WFC 17.56 0.82
General Electric Co GE -4.25 0.8