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 sectors including Unknown. Inception date: 2003-12-24.
DGSIX performance shows a YTD return of 7.69%. The 1-year return is 16.20% and the 5-year return is 6.92%. DGSIX dividend yield stands at 8.06%, 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%). View all DGSIX holdings, sector breakdown, or dividend history.
DGSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DGSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.