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 $99.4M in net assets. DGBEX expense ratio is 0.34%, holding 4 positions across sectors including Unknown, Other, Financials. Inception date: 2019-11-19.
DGBEX performance shows a YTD return of 12.67%. The 1-year return is 26.17% and the 5-year return is 11.12%. 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%). View all DGBEX holdings, sector breakdown, or dividend history.
DGBEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DGBEX alternatives are available via the screener, along with tax-loss harvesting opportunities.