DFA Selectively Hedged Global Equity Portfolio

Frequently Asked Questions About DSHGX

What does DSHGX invest in?

This portfolio operates as a "fund of funds," meaning it primarily directs its capital into other mutual funds overseen by the same advisor. While its main strategy involves these underlying investments, it retains the flexibility to invest directly in individual securities and derivatives when deemed appropriate. Its core objective is to gain broad exposure to a diverse range of global equities. This includes companies based in the U.S. as well as those from international developed, emerging, and even frontier markets. It typically achieves this comprehensive market access by acquiring shares in three specific underlying funds: the U.S. Core Equity 2 Portfolio, the International Core Equity Portfolio, and the Emerging Markets Core Equity Portfolio.

What is the expense ratio of DSHGX?

DFA Selectively Hedged Global Equity Portfolio (DSHGX) charges an expense ratio of 0.50%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DSHGX?

DFA Selectively Hedged Global Equity Portfolio (DSHGX) manages $372.2M 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 DSHGX actively managed or an index fund?

DSHGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DSHGX launched?

DFA Selectively Hedged Global Equity Portfolio (DSHGX) launched in November 2011 and is managed by Dimensional.

How has DSHGX performed?

DSHGX'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.