DGTSX Mutual Fund
DGTSX Mutual Fund
DFA Global Allocation 25/75 Portfolio Class I
DGTSX Mutual Fund Overview
DGTSX Mutual Fund (DFA Global Allocation 25/75 Portfolio Class I) is managed by Dimensional with $652.7M in net assets. DGTSX expense ratio is 0.24%, holding 11 positions across sectors including Unknown, Financials. Inception date: 2003-12-24.
DGTSX performance shows a YTD return of 4.13%. The 1-year return is 11.62% and the 5-year return is 4.52%. DGTSX dividend yield stands at 5.80%, paid quarterly.
DGTSX top holdings include Dfa Two-Year Global Fixed Income Portfolio (29.9%), Dfa Short-term Extended Quality Portfolio (29.9%), Dfa US Core Equity 2 Portfolio (13.3%), Dfa Inflation Protected Securities Portfolio (11.0%), DFA International Core Equity Portfolio (4.7%). View all DGTSX holdings, sector breakdown, or dividend history.
DGTSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DGTSX alternatives are available via the screener, along with tax-loss harvesting opportunities.