DFA Selectively Hedged Glbl Eq I 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 Selectively Hedged Global Equity Portfolio Institutional Class Shares DSHGX
- NAV / 1-Day Return 27.83 / +0.22 %
- Total Assets 368.6M
-
Adj. Expense Ratio
0.310%
- Expense Ratio 0.080%
- 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 1.58%
- Turnover 17%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DSHGX
Will DSHGX 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 DSHGX 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 DSHGX’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 86.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
DFA US Core Equity 2 I | 48.12 | 205M | — |
DFA International Core Equity 2 I | 20.43 | 87M | — |
DFA Emerging Markets Core Equity 2 I | 16.64 | 71M | — |
Jpy260507 | 8.02 | 34M | Derivative |
European Stability Mechanism 0% | 5.96 | 25M | Cash and Equivalents |
Gbp260526 | 4.21 | 18M | Derivative |
Jpy260604 | 3.87 | 16M | Derivative |
Hkd260522 | 2.75 | 12M | Derivative |
Cad260623 | 1.28 | 5M | Derivative |
Chf260519 | 1.25 | 5M | Derivative |
United States