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Dfa Global Allocation 25/75 Portfolio Institutional Class (DGTSX)

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13.98 +0.03 +0.22%

13/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 660.82M

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DGTSX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Global Allocation 25/75 I (DGTSX) fund. Our DFA Global Allocation 25/75 I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	41.12	41.12
Shares	24.24	24.24
Bonds	34.52	34.52
Convertible	0.11	0.11

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.72	-
Price to Book	2.27	-
Price to Sales	1.45	-
Price to Cash Flow	9.45	-
Dividend Yield	2.20	-
5 Years Earnings Growth	10.45	-

Sector Allocation

Name	Net %	Category Average
Technology	21.29	-
Financial Services	17.84	-
Industrials	13.07	-
Consumer Cyclical	10.39	-
Healthcare	8.74	-
Communication Services	7.00	-
Consumer Defensive	6.25	-
Energy	5.63	-
Basic Materials	4.47	-
Real Estate	2.88	-
Utilities	2.43	-

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
DFA Two-Year Global Fixed-Income I	-	30.15	-	-
DFA Short-Term Extended Quality I	-	30.11	-	-
DFA US Core Equity 2 I	-	13.14	-	-
DFA Inflation-Protected Securities I	-	11.17	-	-
DFA International Core Equity 2 I	-	4.53	-	-
DFA US Core Equity 1 I	-	4.36	-	-
DFA World ex US Government Fxd Inc I	-	4.04	-	-
DFA Emerging Markets Core Equity 2 I	-	1.97	-	-
DFA Real Estate Securities I	-	0.38	-	-
DFA International Real Estate Sec I	-	0.12	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA International Core Equity I	33.33B	11.59	9.74	6.01
DFA US Core Equity 1 I	34.29B	-5.64	10.68	11.03
DFA US Core Equity 2 I	32.34B	-6.03	10.11	10.43
DFA Emerging Markets Core Equity I	28.54B	1.73	5.09	4.12
DFA US Large Cap Value I	23.53B	-2.51	7.13	8.12

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