Dimensional Fund Advisors

United States

$614B in AUM

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel production companies are defined as those with primary sector of operations in the up-, mid-, and/or downstream segments of fossil fuel production. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $336B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.

Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Vistra Corp10.1%
NRG Energy Inc7.0%
Engie SA5.6%
Huadian Power International Corp Ltd5.6%
Huaneng Power International Inc3.4%
TransAlta Corp2.4%
Drax Group PLC2.1%
RWE AG2.1%
A2A SpA2.0%
Enel SpA1.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Stellantis NV13.1%
General Motors Co9.8%
Volkswagen AG9.5%
Toyota Motor Corp7.1%
Renault SA7.1%
Honda Motor Co Ltd5.9%
Mercedes Benz Group AG5.7%
Ford Motor Co5.6%
Kia Corp4.7%
Hyundai Motor Co4.4%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Peabody Energy Corp24.2%
China Shenhua Energy Co Ltd19.7%
NACCO Industries Inc11.8%
Arch Resources Inc9.5%
CONSOL Energy Inc5.0%
Glencore PLC4.8%
Yankuang Energy Group Co Ltd3.6%
Exxaro Resources Ltd3.4%
Whitehaven Coal Ltd2.9%
Coal India Ltd2.7%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Petroleo Brasileiro SA Petrobras12.8%
Exxon Mobil Corp7.5%
TotalEnergies SE5.1%
Conocophillips4.9%
Chevron Corp4.6%
CNX Resources Corp4.1%
Antero Resources Corp3.1%
Repsol SA2.5%
EQT Corp2.5%
Suncor Energy Inc2.4%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.

Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$29.8B
11.7%
-14%
United States
$29.5B
6.8%
-16%
United States
$28.4B
8.4%
-17%
United States
$23.3B
14.6%
-11%
United States
$17.7B
N/A
N/A
United States
$14.5B
6.0%
-3%
United States
$14.4B
5.2%
-15%
United States
$12.7B
6.0%
-9%
United States
$10.2B
13.2%
-27%
United States
$9.7B
9.1%
-21%
United States
$8.69B
24.7%
-12%
United States
$8.18B
N/A
N/A
United States
$7.86B
0%
N/A
United States
$6.77B
4.2%
-17%
United States
$5.84B
N/A
N/A
United States
$5.5B
12.2%
-12%
United States
$5.39B
N/A
N/A
United States
$5.06B
2.7%
N/A
United States
$4.97B
22.2%
-12%
United States
$4.48B
8.7%
-12%
United States
$4.36B
8.9%
-32%
United States
$3.94B
4.0%
-28%
United States
$3.57B
10.3%
-21%
United States
$3.53B
14.6%
-11%
United States
$2.94B
24.7%
-12%
United States
$2.45B
<1%
N/A
United States
$1.6B
9.0%
-17%
United States
$1.51B
2.5%
N/A
United States
$1.3B
3.3%
-11%
United Kingdom
$1.23B
8.7%
-16%
United States
$1.01B
N/A
N/A
United States
$884M
3.2%
-12%
United States
$675M
5.3%
-19%
United States
$635M
14.8%
-11%
United States
$568M
0%
N/A
United States
$561M
5.9%
-11%
United Kingdom
$554M
21.4%
-14%
United States
$423M
24.4%
-12%
United States
$270M
5.6%
-18%
United States
$253M
N/A
N/A
United States
$249M
1.4%
N/A
United States
$105M
N/A
N/A
United States
$90.5M
N/A
N/A
Canada
$85.2M
N/A
N/A
United States
$56.0M
8.9%
-32%
Canada
$17.1M
N/A
N/A