Morningstar

DFA Global Equity Portfolio Institutional Class DGEIX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return$44.58  /  +1.02%
  • Fund Size$11.0B
  • Adjusted Expense Ratio0.250%
  • Net Expense Ratio0.250%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Large-Stock Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield1.44%
  • Turnover Ratio6%
NAV and 1-Day Return as of

Morningstar’s Analysis DGEIX

Will DGEIX outperform in the 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.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

DFA Global Equity Portfolio and Dimensional World Equity ETF are great all-in-one global stock funds that should provide a long-term edge over their peers.

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 Holdings100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA U.S. Core Equity 2 Instl

54.116B
—

DFA US Core Equity 1 I

18.042B
—

DFA International Core Equity 2 I

17.372B
—

DFA Emerging Markets Core Equity 2 I

8.861B
—

DFA Real Estate Securities I

1.24140M
—

DFA International Real Estate Sec I

0.3843M
—

Usd

0.0019
Cash and Equivalents

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