DFA Global Social Core Equity Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
DFA Global Social Core Equity Portfolio Institutional Class DGBEX
- NAV / 1-Day Return 19.81 / +0.61 %
- Total Assets 100.1M
-
Adj. Expense Ratio
0.340%
- Expense Ratio 0.340%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.44%
- Turnover 7%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DGBEX
Will DGBEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DGBEX 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 DGBEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 Social Core Equity 2 Portfolio | 61.51 | 60M | — |
DFA International Social Cor Eq Instl | 25.63 | 25M | — |
DFA Emerging Markets Social Core Port | 12.82 | 12M | — |
Ssc Government Mm Gvmxx | 0.05 | 44,342 | Cash and Equivalents |
Usd | 0.00 | 21 | Cash and Equivalents |
United States