DGSIX Mutual Fund
DGSIX Mutual Fund
DGSIX Mutual Fund
DFA Global Allocation 60/40 Portfolio Inst Cl
DGSIX Mutual Fund Overview
DGSIX Mutual Fund (DFA Global Allocation 60/40 Portfolio Inst Cl) is managed by Dimensional with $3.70B in net assets. DGSIX expense ratio is 0.24%, holding 12 positions across various sectors. Inception date: 2003-12-24.
DGSIX performance shows a YTD return of 7.50%. The 1-year return is 14.91% and the 5-year return is 6.70%. DGSIX dividend yield stands at 8.07%, paid quarterly.
DGSIX top holdings include Dfa US Core Equity 2 Portfolio (31.9%), Dfa Selectively Hedged Global Fixed Income Portfolio (14.8%), Dfa International Core Equity Portfolio Institutional Class (11.5%), Dfa U.s. Core Equity 1 (10.7%), Dfa Short-term Extended Quality Portfolio (9.8%). Go to all DGSIX holdings, DGSIX sectors, or DGSIX dividends.
DGSIX can be compared against other funds. Use DGSIX overlap to find shared positions, or DGSIX vs another fund for a side-by-side view. DGSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.