DFSHX Mutual Fund

DFSHX Mutual Fund (DFA Selectively Hedged Global Fixed Income Portfolio) is managed by Dimensional with $1.05B in net assets. DFSHX expense ratio is 0.17%, holding 555 positions across sectors including Financials, Real Estate, Consumer Staples. Inception date: 2008-01-09.

DFSHX performance shows a YTD return of 1.62%. The 1-year return is 3.39% and the 5-year return is 1.91%. DFSHX dividend yield stands at 4.18%, paid annually.

DFSHX top holdings include NEW ZEALAND 4.5% 05/15/30/NZD/ (2.8%), Treasury Floating Rate Note 5.54% Jan 31, 2026 (2.8%), Treasury Floating Rate Note 4.34% Jan 31, 2027 (2.1%), Cppib Capital Inc. (1.1%), Province Of Alberta Canada 2.05 06/01/2030 (1.1%). Go to all DFSHX holdings, DFSHX sectors, or DFSHX dividends.

DFSHX can be compared against other funds. Use DFSHX overlap to find shared positions, or DFSHX vs another fund for a side-by-side view. DFSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.