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Dfa Global Allocation 25/75 Portfolio Institutional Class (DGTSX)

US Funds

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14.50 +0.03 +0.21%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 686.69M

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DGTSX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Global Allocation 25/75 I (DGTSX) fund. Our DFA Global Allocation 25/75 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	31.49	31.49
Stocks	24.81	24.81
Bonds	43.63	43.63
Convertible	0.06	0.06

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.89	18.76
Price to Book	2.36	2.88
Price to Sales	1.48	2.13
Price to Cash Flow	10.14	11.80
Dividend Yield	2.11	2.15
5 Years Earnings Growth	11.09	10.92

Sector Allocation

Name	Net %	Category Average
Technology	22.25	21.68
Financial Services	15.87	14.34
Industrials	13.65	10.92
Consumer Cyclical	10.70	9.69
Healthcare	9.27	12.36
Communication Services	6.63	7.34
Consumer Defensive	6.02	7.31
Energy	5.39	5.49
Basic Materials	4.90	3.50
Real Estate	3.01	6.34
Utilities	2.32	3.26

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
DFA Two-Year Global Fixed-Income I	-	30.02	-	-
DFA Short-Term Extended Quality I	-	29.99	-	-
DFA US Core Equity 2 I	-	13.37	-	-
DFA Inflation-Protected Securities I	-	10.98	-	-
DFA International Core Equity I	-	4.61	-	-
DFA US Core Equity 1 I	-	4.46	-	-
DFA World ex US Government Fxd Inc I	-	3.98	-	-
DFA Emerging Markets Core Equity I	-	2.04	-	-
DFA Real Estate Securities I	-	0.41	-	-
DFA International Real Estate Sec I	-	0.14	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	37.16B	18.75	8.68	11.96
DFA US Core Equity 2 I	35.48B	18.07	8.52	11.41
DFA International Core Equity I	30.65B	6.51	2.60	5.71
DFA Emerging Markets Core Equity I	27.82B	10.46	2.29	4.58
DFA US Large Cap Value I	25.83B	14.64	7.57	8.98

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Global Alloca.	14.50	+0.03	+0.21%