DFA Selectively Hedged Global Equity Portfolio Institutional Class Shares
DSHGX
NASDAQ
| Weiss Ratings | DSHGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DSHGX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (14), Mary T. Phillips (8), Allen Pu (8), 1 other | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DSHGX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 1.56% | |||
| Dividend | DSHGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.15% | |||
| Asset Allocation | DSHGX-NASDAQ | Click to Compare |
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| Cash | 2.86% | |||
| Stock | 97.14% | |||
| U.S. Stock | 57.24% | |||
| Non-U.S. Stock | 39.90% | |||
| 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 |
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| 7-Day Total Return | -1.26% | |||
| 30-Day Total Return | 3.38% | |||
| 60-Day Total Return | 2.83% | |||
| 90-Day Total Return | 2.92% | |||
| Year to Date Total Return | 20.10% | |||
| 1-Year Total Return | 20.67% | |||
| 2-Year Total Return | 40.15% | |||
| 3-Year Total Return | 68.46% | |||
| 5-Year Total Return | 79.11% | |||
| Price | DSHGX-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 | DSHGX-NASDAQ | Click to Compare |
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| Nav | $24.67 | |||
| 1-Month Low NAV | $24.35 | |||
| 1-Month High NAV | $25.79 | |||
| 52-Week Low NAV | $18.59 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $25.79 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | DSHGX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 11.41 | |||
| Balance Sheet | DSHGX-NASDAQ | Click to Compare |
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| Total Assets | 344.83M | |||
| Operating Ratios | DSHGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.32% | |||
| Turnover Ratio | 11.00% | |||
| Performance | DSHGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.58% | |||
| Last Bear Market Total Return | -12.77% | |||