DFSIX DFA US Sustainability Core 1 Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ).

The investment seeks long-term capital appreciation. The Portfolio purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe, while adjusting the composition of the Portfolio based on sustainability impact considerations.

The average market capitalization across the DFA US Sustainability Core 1 MF is 1.98T. The market cap for tickers in the group ranges from 380.22B to 4.23T. NVDA holds the highest valuation in this group at 4.23T. The lowest valued company is JNJ at 380.22B.

The average weekly volume growth across all stocks in the DFA US Sustainability Core 1 MF was -7%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -24%