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

US Funds

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21.02 +0.02 +0.10%

09/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.51B

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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 %
Cash	21.86	21.86
Shares	58.59	58.59
Bonds	19.46	19.46
Convertible	0.09	0.09
Other	0.01	0.01

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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	2.21	-
5 Years Earnings Growth	10.45	-

Sector Allocation

Name	Net %	Category Average
Technology	21.25	-
Financial Services	17.83	-
Industrials	13.07	-
Consumer Cyclical	10.39	-
Healthcare	8.74	-
Communication Services	6.99	-
Consumer Defensive	6.25	-
Energy	5.63	-
Basic Materials	4.48	-
Real Estate	2.96	-
Utilities	2.42	-

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	-	31.64	-	-
DFA Selectively Hedged Global F/I I	-	15.19	-	-
DFA International Core Equity 2 I	-	11.02	-	-
DFA US Core Equity 1 I	-	10.55	-	-
DFA Short-Term Extended Quality I	-	10.14	-	-
DFA Global Core Plus Fixed Income Instl	-	5.14	-	-
DFA Five-Year Global Fixed-Income I	-	5.11	-	-
DFA Emerging Markets Core Equity 2 I	-	4.75	-	-
DFA Inflation-Protected Securities I	-	2.61	-	-
DFA World ex US Government Fxd Inc I	-	2.60	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA International Core Equity I	33.25B	11.59	9.74	6.01
DFA US Core Equity 1 I	33.18B	-5.64	10.68	11.03
DFA US Core Equity 2 I	31.3B	-6.03	10.11	10.43
DFA Emerging Markets Core Equity I	27.84B	1.73	5.09	4.12
DFA US Large Cap Value I	22.95B	-2.51	7.13	8.12

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