US

U.S. Sustainability Targeted Value Portfolio

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2025-06-28 1161 Stocks (66 new)
Value $420.00 Mil Turnover 10 %
Countries:
Top Holdings: SJM(0.76%)TAP(0.72%)TOL(0.70%)SNX(0.60%)THC(0.59%)
Summary Stock Picks Current Portfolio
U.S. Sustainability Targeted V... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SJM
JM Smucker Co
27,536
3,201.6
+24.51%
0.760
+0.15%
0.030
-7.95%
-1.65%
11,325.5
Consumer Packaged Goods
TAP
Molson Coors Beverage Co
52,744
3,034.4
+14.64%
0.720
+0.09%
0.030
-14.01%
-11.19%
10,132.9
Beverages - Alcoholic
TOL
Toll Brothers Inc
28,980
2,923.2
+603.40%
0.700
+0.60%
0.030
+24.72%
-6.58%
11,477.4
Homebuilding & Construction
SNX
TD Synnex Corp
22,872
2,534.2
+15.11%
0.600
+0.08%
0.030
+36.00%
+23.47%
11,816.7
Hardware
THC
Tenet Healthcare Corp
17,276
2,469.6
+357.28%
0.590
+0.46%
0.020
+43.72%
+38.68%
16,260.4
Healthcare Providers & Services
VTRS
Viatris Inc
275,678
2,321.2
+2.29%
0.550
+0.01%
0.020
+19.14%
-26.74%
10,422.3
Drug Manufacturers
APTV
Aptiv PLC
40,634
2,318.6
+161.73%
0.550
+0.34%
0.020
+31.89%
+12.76%
14,849.2
Vehicles & Parts
TWLO
Twilio Inc
23,683
2,290.4
-4.48%
0.540
-0.03%
0.020
+54.17%
+21.21%
20,000.3
Software
ALLY
Ally Financial Inc
68,958
2,252.2
+12.51%
0.540
+0.06%
0.020
+27.25%
+12.62%
12,250.1
Credit Services
WCC
WESCO International Inc
13,716
2,235.2
0%
0.530
0%
0.030
+36.55%
+14.39%
10,047.2
Industrial Distribution

U.S. Sustainability Targeted Value Portfolio's Historical Top Holdings Breakdowns

U.S. Sustainability Targeted Value Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CNH
CNH Industrial NV
2025-04-30
Sold Out
Sold Out
-0.76%
●
10.32 ($12.28) 13.54
$12.96
5.54%
Sold Out
0
-291,438
TOL
Toll Brothers Inc
2025-04-30
Add
Add
+0.60%
●
90.5 ($108.67) 135.81
$116.90
7.57%
Add 603.4%
28,980
24,860
THC
Tenet Healthcare Corp
2025-04-30
Add
Add
+0.46%
●
110.41 ($129.31) 144.98
$175.06
35.38%
Add 357.28%
17,276
13,498
AZPN Unlock Delisted
Aspen Technology Inc
2025-04-30
Sold Out
Sold Out
-0.40%
●
263.55 ($264.95) 274.8
$264.33
-0.23%
Sold Out
0
-7,363
POST
Post Holdings Inc
2025-04-30
Sold Out
Sold Out
-0.39%
●
104.57 ($113.26) 118.46
$106.58
-5.90%
Sold Out
0
-18,125
USFD
US Foods Holding Corp
2025-04-30
Sold Out
Sold Out
-0.36%
●
60.47 ($66.62) 72.02
$83.14
24.80%
Sold Out
0
-25,270
APTV
Aptiv PLC
2025-04-30
Add
Add
+0.34%
●
47.92 ($60.52) 67.62
$68.20
12.69%
Add 161.73%
40,634
25,109
MOS
The Mosaic Co
2025-04-30
Reduce
Reduce
-0.31%
●
22.76 ($26.44) 30.4
$36.24
37.07%
Reduce -78.27%
15,057
-54,225
UNM
Unum Group
2025-04-30
Reduce
Reduce
-0.30%
●
70.48 ($77.84) 83.34
$81.12
4.21%
Reduce -45.9%
22,654
-19,223
AKAM
Akamai Technologies Inc
2025-04-30
Add
Add
+0.28%
●
68.21 ($83.6) 102.1
$78.69
-5.87%
Add 148.99%
24,306
14,544

U.S. Sustainability Targeted Value Portfolio Total Holding History ($B)

To

U.S. Sustainability Targeted Value Portfolio's Asset Allocation

To

U.S. Sustainability Targeted Value Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

U.S. Sustainability Targeted Value Portfolio's Hypothetical Growth since 2025-04-30

U.S. Sustainability Targeted Value Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

U.S. Sustainability Targeted Value Portfolio's Holdings Heat Map

Size field:

U.S. Sustainability Targeted Value Portfolio's Holdings Bubble Chart

U.S. Sustainability Targeted Value Portfolio News

  • 1

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