DFA U.S. Targeted Value Portfolio
Shareclass
DFA US Targeted Value I (DFFVX)
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 U.S. Targeted Value Portfolio
FUND COVERAGE
# of holdings479
% of assets75%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 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. The Interpublic Group of Companies Inc0.21%$28.76M
- 2. Hologic Inc0.03%$3.66M
- 3. JM Smucker Co0.39%$53.73M
- 4. Coty Inc Class A0.02%$2.1M
- 5. Science Applications International Corp0.02%$3.24M
- 6. Jones Lang LaSalle Inc0.25%$34.47M
- 7. Alcoa Corp0.46%$63.36M
- 8. Globant SA<0.01%$500,526
- 9. Charles River Laboratories International Inc0.04%$6.04M
- 10. IDEX Corp0.03%$3.97M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp Class A0.02%$3.44M
- 2. Supernus Pharmaceuticals Inc0.15%$21.35M
- 3. Axos Financial Inc0.26%$35.17M
- 4. Liberty Broadband Corp Registered Shs Series -C-0.18%$25.3M
- 5. Liberty Broadband Corp Registered Shs Series -A-0.04%$5.06M
- 6. Seaport Entertainment Group Inc0.01%$2.05M
- 7. LGI Homes Inc0.07%$9.36M
- 8. Viper Energy Inc Ordinary Shares - Class A0.05%$7.05M
- 9. Towne Bank0.14%$19.49M
- 10. First Merchants Corp0.11%$15.63M
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 U.S. Targeted Value Portfolio
Totals
Holdings
Assets
Weight
Prisons
9
$205.3M
1.49%
Prisons high risk
3
$22.38M
0.16%
Private prisons
0
$0
0%
Borders
11
$184.17M
1.34%
Borders high risk
4
$30.87M
0.22%
Total
15
$235.41M
1.71%
Holdings — 15 flagged holdings
1.
First Horizon Corp
:$86.32M
0.63%
2.
Cal-Maine Foods Inc
$32.58M
0.24%
3.
Pinnacle Financial Partners Inc
:$28.39M
0.21%
4.
Synovus Financial Corp
:$20.19M
0.15%
5.
Aramark
:$18.04M
0.13%
6.
Acadia Healthcare Co Inc
$14.55M
0.11%
7.
Benchmark Electronics Inc
:$11.11M
0.08%
8.
Textron Inc
:$8.48M
0.06%
9.
Polaris Inc
:$4.14M
0.03%
10.
Science Applications International Corp
:$3.24M
0.02%
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 U.S. Targeted Value Portfolio DFFVX
Environment
Social
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