Dimensional Fund Advisors

United States

$794B in AUM

Exposure Analysis

Last Updated - 30/04/25

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. 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: $343B

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
Engie SA8.4%
Vistra Corp5.1%
Huadian Power International Corp Ltd4.3%
NRG Energy Inc4.2%
Enel SpA3.6%
Centrais Eletricas Brasileiras SA - Eletrobras2.9%
RWE AG2.8%
Korea Electric Power Corp2.2%
Datang International Power Generation Co Ltd2.1%
NTPC Ltd2.1%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
General Motors Co12.1%
Stellantis NV10.4%
Ford Motor Co9.9%
Volkswagen AG6.7%
Hyundai Motor Co6.6%
Toyota Motor Corp5.4%
Kia Corp5.2%
Geely Automobile Holdings Ltd4.7%
Renault SA4.6%
Honda Motor Co Ltd4.4%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Peabody Energy Corp37.0%
NACCO Industries Inc12.0%
Yankuang Energy Group Co Ltd7.9%
China Coal Energy Co Ltd7.3%
Coal India Ltd5.2%
Alpha Metallurgical Resources Inc3.9%
Glencore PLC3.4%
Exxaro Resources Ltd3.1%
Alamtri Resources Indonesia Tbk PT2.8%
Arch Resources Inc2.8%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
PetroChina Co Ltd14.9%
Petroleo Brasileiro SA Petrobras9.2%
Exxon Mobil Corp6.5%
Expand Energy Corp4.8%
TotalEnergies SE4.1%
Chevron Corp4.0%
ConocoPhillips2.6%
CNX Resources Corp2.6%
Antero Resources Corp2.4%
China Petroleum & Chemical Corp2.2%

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
$32.8B
10.2%
-22%
United States
$32.6B
6.2%
-21%
United States
$30.8B
N/A
N/A
United States
$30.6B
5.6%
-20%
United States
$22.6B
10.2%
-9%
United States
$14.7B
3.2%
-21%
United States
$13.9B
4.9%
-1%
United States
$13.5B
N/A
N/A
United States
$11.7B
5.8%
-2%
United States
$11.6B
6.6%
-23%
United States
$10.7B
10.9%
-16%
United States
$9.88B
19.8%
-16%
United States
$9.63B
N/A
N/A
United States
$9.05B
N/A
N/A
United States
$7.05B
2.0%
N/A
United States
$6.93B
0%
N/A
United States
$6.38B
11.1%
-23%
United States
$6.0B
2.4%
N/A
United States
$5.14B
8.1%
-22%
United States
$4.3B
5.8%
-13%
United States
$4.22B
8.9%
-23%
United States
$3.51B
10.2%
-9%
United States
$3.42B
1.1%
N/A
United States
$2.99B
19.8%
-16%
United Kingdom
$2.48B
6.5%
-23%
United States
$2.02B
6.5%
-26%
United States
$1.78B
1.5%
N/A
United States
$1.51B
N/A
N/A
United States
$1.39B
0.5%
N/A
United States
$1.3B
N/A
N/A
United States
$1.13B
N/A
N/A
United States
$726M
4.2%
-23%
United States
$665M
N/A
N/A
United Kingdom
$446M
13.4%
-13%
United Kingdom
$443M
15.5%
-10%
United States
$400M
N/A
N/A
United Kingdom
$380M
18.9%
-12%
United States
$309M
N/A
N/A
United States
$212M
1.2%
N/A
United States
$190M
N/A
N/A
United States
$93.9M
N/A
N/A
United States
$56.9M
8.1%
-22%