DFA Selectively Hedged Global Equity Portfolio Institutional Class Shares
DSHGX
NASDAQ
| Weiss Ratings | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (13), Mary T. Phillips (8), Allen Pu (8), 1 other | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | DFA Selectively Hedged Global Equity Portfolio Institutional Class Shares | |||
| Category | Global Large-Stock Blend | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 14, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.80% | |||
| Dividend | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.49% | |||
| Asset Allocation | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 5.47% | |||
| Stock | 94.52% | |||
| U.S. Stock | 54.73% | |||
| Non-U.S. Stock | 39.79% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.01% | |||
| Price History | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.80% | |||
| 30-Day Total Return | 0.81% | |||
| 60-Day Total Return | 12.17% | |||
| 90-Day Total Return | 4.94% | |||
| Year to Date Total Return | 5.14% | |||
| 1-Year Total Return | 9.89% | |||
| 2-Year Total Return | 31.34% | |||
| 3-Year Total Return | 54.45% | |||
| 5-Year Total Return | 94.31% | |||
| Price | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $22.29 | |||
| 1-Month Low NAV | $21.70 | |||
| 1-Month High NAV | $22.53 | |||
| 52-Week Low NAV | $18.59 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.23 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.95 | |||
| Standard Deviation | 15.21 | |||
| Balance Sheet | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 313.09M | |||
| Operating Ratios | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.32% | |||
| Turnover Ratio | 11.00% | |||
| Performance | DSHGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.58% | |||
| Last Bear Market Total Return | -12.77% | |||