DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - Dimensional Fund Advisors
Shareclass
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS (DISVX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - Dimensional Fund Advisors
FUND COVERAGE
# of holdings410
% of assets53%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Viva Energy Group Ltd0.02%$2.49M
- 2. Enagas SA0.05%$6.85M
- 3. Helia Group Ltd0.17%$25.62M
- 4. Lifestyle Communities Ltd<0.01%$477,161
- 5. Hiscox Ltd0.12%$17.62M
- 6. Aberdeen Group PLC0.15%$22.56M
- 7. Aviva PLC<0.01%$7
- 8. Challenger Ltd0.16%$23.51M
- 9. WPP PLC<0.01%$1.38M
- 10. Bank of Queensland Ltd0.26%$38.42M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Sankyu Inc<0.01%$822,139
- 2. Xinyi Glass Holdings Ltd0.01%$1.61M
- 3. Athabasca Oil Corp0.04%$6.09M
- 4. Hokuhoku Financial Group Inc0.29%$43.96M
- 5. Whitecap Resources Inc0.72%$106.98M
- 6. SSR Mining Inc0.13%$19.48M
- 7. Burford Capital Ltd0.05%$7.7M
- 8. FLEX LNG Ltd<0.01%$67,524
- 9. Capstone Copper Corp0.19%$27.93M
- 10. Oceania Healthcare Ltd<0.01%$74,183
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - Dimensional Fund Advisors
Totals
Holdings
Assets
Weight
Prisons
1.0
$787,222
<0.01%
Prisons high risk
1.0
$787,222
<0.01%
Private prisons
1.0
$787,222
<0.01%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
1.0
$787,222
<0.01%
Holdings — 1 flagged holdings
1.
Serco Group PLC
$787,222
<0.01%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - Dimensional Fund Advisors DISVX
Environment
Social
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