C
DFA Global Allocation 60/40 Portfolio Institutional Class DGSIX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
--
Expense Ratio
Weiss Ratings DGSIX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info DGSIX-NASDAQ Click to
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Provider Dimensional Fund Advisors
Manager/Tenure (Years) David A. Plecha (21), Jed S. Fogdall (14), Joseph F. Kolerich (13), 3 others
Website http://www.dimensional.com
Fund Information DGSIX-NASDAQ Click to
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Fund Name DFA Global Allocation 60/40 Portfolio Institutional Class
Category Global Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Growth and Income
Inception Date Dec 24, 2003
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares DGSIX-NASDAQ Click to
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Dividend Yield 2.48%
Dividend DGSIX-NASDAQ Click to
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Dividend Yield (Forward) 2.15%
Asset Allocation DGSIX-NASDAQ Click to
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Cash 19.32%
Stock 60.57%
U.S. Stock 43.75%
Non-U.S. Stock 16.82%
Bond 20.11%
U.S. Bond 9.49%
Non-U.S. Bond 10.62%
Preferred 0.00%
Convertible 0.00%
Other Net 0.01%
Price History DGSIX-NASDAQ Click to
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7-Day Total Return 0.79%
30-Day Total Return 1.46%
60-Day Total Return 5.26%
90-Day Total Return 7.58%
Year to Date Total Return 9.89%
1-Year Total Return 10.85%
2-Year Total Return 29.94%
3-Year Total Return 36.95%
5-Year Total Return 53.99%
Price DGSIX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV DGSIX-NASDAQ Click to
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Nav $22.81
1-Month Low NAV $22.12
1-Month High NAV $22.81
52-Week Low NAV $19.39
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $22.81
52-Week High Price (Date) Aug 22, 2025
Beta / Standard Deviation DGSIX-NASDAQ Click to
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Beta --
Standard Deviation 10.09
Balance Sheet DGSIX-NASDAQ Click to
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Total Assets 3.64B
Operating Ratios DGSIX-NASDAQ Click to
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Expense Ratio 0.25%
Turnover Ratio --
Performance DGSIX-NASDAQ Click to
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Last Bull Market Total Return 11.22%
Last Bear Market Total Return -10.06%