US

U.S. Sustainability Targeted Value Portfolio

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2025-03-26 1181 Stocks (64 new)
Value $491.00 Mil Turnover 4 %
Countries:
Top Holdings: CNH(0.76%)TWLO(0.74%)UNM(0.65%)VTRS(0.62%)COHR(0.58%)
Summary Stock Picks Current Portfolio
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
SWK 		Stanley Black & Decker Inc2024-10-31Sold Out
-0.61%
●
92.94 ($101.74) 110.13
$66.14
-34.99%
Sold Out
0
-26,555
CNH 		CNH Industrial NV2024-10-31Add
+0.59%
●
9.45 ($10.54) 11.41
$12.73
20.78%
Add 531.42%
291,438
245,282
UHS 		Universal Health Services Inc2024-10-31Reduce
-0.50%
●
202.75 ($225.68) 241.52
$189.39
-16.08%
Reduce -67.03%
5,300
-10,777
ANF 		Abercrombie & Fitch Co2024-10-31Sold Out
-0.47%
●
129.86 ($145.55) 170.88
$82.99
-42.98%
Sold Out
0
-14,721
MOD 		Modine Manufacturing Co2024-10-31Sold Out
-0.38%
●
94.6 ($118.59) 135.53
$93.62
-21.06%
Sold Out
0
-14,884
CRL 		Charles River Laboratories International Inc2024-10-31New Buy
+0.36%
●
178.58 ($197.85) 242.84
$144.70
-26.86%
New holding
9,443
9,443
SW 		Smurfit WestRock PLC2024-10-31Sold Out
-0.36%
●
38.85 ($45.17) 51.5
$43.32
-4.10%
Sold Out
0
-37,192
CRS 		Carpenter Technology Corp2024-10-31Sold Out
-0.33%
●
132.16 ($148.98) 166.04
$248.74
66.96%
Sold Out
0
-10,402
CE 		Celanese Corp2024-10-31New Buy
+0.32%
●
119.16 ($129.52) 139.82
$55.46
-57.18%
New holding
11,741
11,741
IPG 		The Interpublic Group of Companies Inc2024-10-31Add
+0.30%
●
29.4 ($31.06) 32.61
$23.06
-25.76%
Add 224.83%
70,426
48,745

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 2025-01-31

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

Year Portfolio % % Excess Gain %

U.S. Sustainability Targeted Value Portfolio News

  • 1

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