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DFA Global Allocation 25/75 I (DGTSX)

13.62
+0.03
+(0.22%)
At close: 8:04:11 PM EDT
Loading Chart for DGTSX
  • Previous Close 13.59
  • YTD Return 0.77%
  • Expense Ratio 0.24%
  • Category Allocation--15% to 30% Equity
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 659.34M
  • Beta (5Y Monthly) 0.46
  • Yield 3.37%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.04
  • Inception Date Dec 24, 2003

The fund generally invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 5% to 45% (with a target allocation of approximately 25%) of the portfolio's assets to domestic and international equity underlying funds and approximately 55% to 95% (with a target allocation of approximately 75%) of the portfolio's assets to fixed income underlying funds.

Dimensional Fund Advisors

Fund Family

Allocation--15% to 30% Equity

Fund Category

659.34M

Net Assets

2003-12-24

Inception Date

Performance Overview: DGTSX

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Trailing returns as of 4/16/2025. Category is Allocation--15% to 30% Equity.

YTD Return

DGTSX
0.77%
Category
3.28%
 

1-Year Return

DGTSX
5.35%
Category
11.74%
 

3-Year Return

DGTSX
3.90%
Category
6.56%
 

5-Year Return

DGTSX
5.53%
Category
5.38%
 

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Holdings: DGTSX

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Sector Weightings

SectorDGTSX
Technology   22.32%
Industrials   13.37%
Healthcare   8.39%
Energy   5.15%
Real Estate   2.82%
Utilities   2.30%

Recent News: DGTSX

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Research Reports: DGTSX

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