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Morningstar

DFA Global Social Core Equity Instl DGBEX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 13.23  /  0.00
  • Total Assets 63.5 Mil
  • 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 —
  • Status Open
  • TTM Yield 1.69%
  • Turnover 9%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 9:56 PM GMT+0

Morningstar’s Analysis DGBEX

Will DGBEX 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 DGBEX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

DFA Global Social Core Equity Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DGBEX

More DGBEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Social Core Equity 2 Portfolio

62.13 40.0 Mil
—

DFA International Social Cor Eq Instl

26.93 17.3 Mil
—

DFA Emerging Markets Social Core Port

10.88 7.0 Mil
—

Ssc Government Mm Gvmxx

0.06 38,345
Cash and Equivalents

Usd

0.00 21
Cash and Equivalents