DFA Global Allocation 60/40 Portfolio Institutional Class
DGSIX
NASDAQ
| Weiss Ratings | DGSIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | DGSIX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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| Dividend Yield | 2.41% | |||
| Dividend | DGSIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.04% | |||
| Asset Allocation | DGSIX-NASDAQ | Click to Compare |
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| Cash | 11.04% | |||
| Stock | 60.41% | |||
| U.S. Stock | 43.80% | |||
| Non-U.S. Stock | 16.61% | |||
| Bond | 28.54% | |||
| U.S. Bond | 11.58% | |||
| Non-U.S. Bond | 16.96% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.01% | |||
| Price History | DGSIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.56% | |||
| 30-Day Total Return | 1.98% | |||
| 60-Day Total Return | 4.93% | |||
| 90-Day Total Return | 4.27% | |||
| Year to Date Total Return | 11.82% | |||
| 1-Year Total Return | 11.49% | |||
| 2-Year Total Return | 34.96% | |||
| 3-Year Total Return | 53.04% | |||
| 5-Year Total Return | 57.37% | |||
| Price | DGSIX-NASDAQ | Click to Compare |
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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 Compare |
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| Nav | $23.09 | |||
| 1-Month Low NAV | $22.66 | |||
| 1-Month High NAV | $23.19 | |||
| 52-Week Low NAV | $19.39 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.19 | |||
| 52-Week High Price (Date) | Sep 22, 2025 | |||
| Beta / Standard Deviation | DGSIX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 8.73 | |||
| Balance Sheet | DGSIX-NASDAQ | Click to Compare |
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| Total Assets | 3.68B | |||
| Operating Ratios | DGSIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.25% | |||
| Turnover Ratio | -- | |||
| Performance | DGSIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.22% | |||
| Last Bear Market Total Return | -10.06% | |||