DGBEX Mutual Fund
DGBEX Mutual Fund
DGBEX Mutual Fund
DFA Global Social Core Equity Portfolio Institutional Class
DGBEX Mutual Fund Overview
DGBEX Mutual Fund (DFA Global Social Core Equity Portfolio Institutional Class) is managed by Dimensional with $102.1M in net assets. DGBEX expense ratio is 0.34%, holding 3 positions across various sectors. Inception date: 2019-11-19.
DGBEX performance shows a YTD return of 10.57%. The 1-year return is 13.65% and the 5-year return is 10.12%. DGBEX dividend yield stands at 1.60%, paid quarterly.
DGBEX top holdings include Us Social Core Equity 2 Portfolio (63.3%), International Social Core Equity Portfolio (24.3%), Emerging Markets Social Core Equity Portfolio (12.4%). 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.