DGBEX Mutual Fund

DGBEX Mutual Fund (DFA Global Social Core Equity Portfolio Institutional Class) is managed by Dimensional with $98.0M in net assets. DGBEX expense ratio is 0.34%, holding 4 positions across sectors including Financials. Inception date: 2019-11-19.

DGBEX performance shows a YTD return of 12.10%. The 1-year return is 23.83% and the 5-year return is 10.94%. DGBEX dividend yield stands at 1.50%, paid quarterly.

DGBEX top holdings include Dfa US Social Core Equity 2 Portfolio (61.5%), International Social Core Equity Portfolio (25.6%), Dfa Emerging Markets Social Core Equity Portfolio (12.8%), State Street Institutional US Government Money Market Fund (0.0%). Go to all DGBEX holdings, DGBEX sectors, or DGBEX dividends.

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