DFA US Sustainability Core 1 (DFSIX)

Min Initial Investment

0

Min Initial Investment, IRA

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Min Initial Investment, AIP

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Min Subsequent Investment

0

Min Subsequent Investment, IRA

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Min Subsequent Investment, AIP

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• Comerica Bank
• American Trust Custody
• Pershing FundCenter
• Shareholders Services Group
• JPMorgan
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible
• Fidelity Institutional FundsNetwork
• Nationwide Retirement Resource
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Scottrade TF
• Standard Retirement Services, Inc.
• Thrivent – Advisory Eligible
• TD Ameritrade Institutional
• ING Financial Advisers - SAS Funds
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• Bear Stearns
• JP MORGAN NO-LOAD NTF
• JP MORGAN NO-LOAD TRANSACTION FEE
• ADP Access Open Fund Architecture
• ADP Access Tier 0
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Securities America Inc.
• Vanguard TF
• Nationwide Retirement Flexible Advantage
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• LPL SWM
• Schwab Advisor Services All Funds Available
• ADP Access IPS Z
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 0
• ADP Advisor Access Tier 0
• ADP Advisor Access Tier 2
• LPL Brokerage Availability
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Schwab Advisor Services Transaction-Fee Funds
• Schwab Advisor Services Funds Available for Approved Inv Managers Only

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.