DFA International Social Core Equity Portfolio
Shareclass
DFA International Social Cor Eq Instl (DSCLX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund DFA International Social Core Equity Portfolio
FUND COVERAGE
# of holdings1,437
% of assets85%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
12 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.17%$3.06M
- 2. Transurban Group0.06%$1.06M
- 3. QBE Insurance Group Ltd0.19%$3.32M
- 4. Allianz SE0.29%$5.14M
- 5. Qantas Airways Ltd0.02%$427,413
- 6. Viva Energy Group Ltd Ordinary Shares0.01%$211,015
- 7. ASX Ltd<0.01%$161,383
- 8. Standard Chartered PLC0.24%$4.29M
- 9. CAR Group Ltd0.01%$183,233
- 10. Aena SME SA0.11%$1.9M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Gav-Yam Lands Corp Ltd<0.01%$4
- 2. Shopify Inc Registered Shs -A- Subord Vtg0.06%$1.01M
- 3. Tuas Ltd Ordinary Shares<0.01%$70,078
- 4. Constellation Software Inc0.16%$2.86M
- 5. Airport City Ltd<0.01%$149,909
- 6. Shapir Engineering and Industry Ltd<0.01%$30,816
- 7. Sankyu Inc0.04%$639,862
- 8. Electra Ltd<0.01%$174,841
- 9. Genesis Minerals Ltd<0.01%$116,633
- 10. HAL Trust0.01%$260,212
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 Social Core Equity Portfolio
Totals
Holdings
Assets
Weight
Prisons
7
$17.3M
0.96%
Prisons high risk
1
$73,259
<0.01%
Private prisons
0
$0
0%
Borders
12
$25.12M
1.4%
Borders high risk
1
$649,124
0.04%
Total
15
$28.38M
1.58%
Holdings — 15 flagged holdings
1.
HSBC Holdings PLC ADR
:$10.59M
0.59%
2.
RELX PLC ADR
:$3.25M
0.18%
3.
Honda Motor Co Ltd
:$2.3M
0.13%
4.
Fairfax Financial Holdings Ltd
$1.75M
0.1%
5.
Capgemini SE
:$1.72M
0.1%
6.
HSBC Holdings PLC
:$1.7M
0.1%
7.
NEC Corp
:$1.66M
0.09%
8.
Restaurant Brands International Inc
$1.43M
0.08%
9.
RELX PLC
:$1.06M
0.06%
10.
Yamaha Motor Co Ltd
:$1.05M
0.06%
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 Social Core Equity Portfolio DSCLX
Environment
Social
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