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 $44.36  /  −0.96 %
  • Fund Size $11.3B
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.250%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.44%
  • Turnover Ratio 6%
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 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Core Equity 2 I

53.71 6B
—

DFA US Core Equity 1 I

17.92 2B
—

DFA International Core Equity 2 I

17.84 2B
—

DFA Emerging Markets Core Equity 2 I

8.83 1B
—

DFA Real Estate Securities I

1.28 148M
—

DFA International Real Estate Sec I

0.41 48M
—

Usd

0.00 99
Cash and Equivalents

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