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Morningstar

DFA Global Equity I DGEIX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 32.81  /  0.00
  • Total Assets 9.1 Bil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.87%
  • Turnover 7%

USD | NAV as of May 13, 2024 | 1-Day Return as of May 13, 2024, 10:00 PM GMT+0

Morningstar’s Analysis DGEIX

Will DGEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DGEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DGEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A comprehensive global-stock portfolio with some modest advantages.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA Global Equity Portfolio is a great, all-in-one global-stock fund. Its modest style tilts and low fee should provide a long-term edge over the MSCI ACWI.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DGEIX

More DGEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Core Equity 2 I

53.26 4.8 Bil
—

DFA International Core Equity I

19.26 1.8 Bil
—

DFA US Core Equity 1 I

17.75 1.6 Bil
—

DFA Emerging Markets Core Equity I

7.67 697.5 Mil
—

DFA Real Estate Securities I

1.53 139.0 Mil
—

DFA International Real Estate Sec I

0.54 48.9 Mil
—

Usd

0.00 11
Cash and Equivalents