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Dfa Global Allocation 60/40 Portfolio Institutional Class (DGSIX)

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23.16 +0.04 +0.17%

03/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.69B

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DGSIX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Global Allocation 60/40 I (DGSIX) fund. Our DFA Global Allocation 60/40 I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	11.21	24.33	13.12
Shares	60.19	60.19	0.00
Bonds	28.59	28.59	0.00
Other	0.01	0.01	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.60	17.53
Price to Book	2.45	2.62
Price to Sales	1.58	1.97
Price to Cash Flow	10.24	11.08
Dividend Yield	2.06	2.54
5 Years Earnings Growth	9.76	9.22

Sector Allocation

Name	Net %	Category Average
Technology	23.04	20.41
Financial Services	17.31	17.81
Industrials	13.55	11.98
Consumer Cyclical	10.36	9.54
Communication Services	8.02	7.60
Healthcare	7.48	9.84
Consumer Defensive	5.64	6.77
Energy	4.93	4.84
Basic Materials	4.32	3.95
Real Estate	2.86	4.91
Utilities	2.51	3.62

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
DFA US Core Equity 2 I	-	32.48	-	-
DFA Selectively Hedged Global F/I I	-	14.73	-	-
DFA International Core Equity 2 I	-	10.99	-	-
DFA US Core Equity 1 I	-	10.92	-	-
DFA Short-Term Extended Quality I	-	9.69	-	-
DFA Emerging Markets Core Equity 2 I	-	5.14	-	-
DFA Global Core Plus Fixed Income Instl	-	4.96	-	-
DFA Five-Year Global Fixed-Income I	-	4.91	-	-
DFA Inflation-Protected Securities I	-	2.49	-	-
DFA World ex US Government Fxd Inc I	-	2.48	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	37.82B	10.14	17.72	13.36
DFA International Core Equity I	37.3B	26.06	17.72	8.22
DFA US Core Equity 2 I	35.95B	10.30	17.36	12.88
DFA Emerging Markets Core Equity I	33.06B	18.27	13.01	8.09
DFA US Large Cap Value I	24.38B	10.00	12.93	10.22

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