- What does DGSIX invest in?
- This portfolio directs its investments into other specialized funds that, in turn, hold a diverse mix of stocks and bonds. Typically, the strategy involves dedicating roughly 40% to 80% of its total assets to underlying funds focused on global and domestic equities, while allocating the remaining 20% to 60% to underlying funds that invest in fixed-income securities.
- What is the expense ratio of DGSIX?
- DFA Global Allocation 60/40 Portfolio (DGSIX) charges an expense ratio of 0.40%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is DGSIX?
- DFA Global Allocation 60/40 Portfolio (DGSIX) manages $3.75B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is DGSIX actively managed or an index fund?
- DGSIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was DGSIX launched?
- DFA Global Allocation 60/40 Portfolio (DGSIX) launched in December 2003 and is managed by Dimensional.
- How has DGSIX performed?
- DGSIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
