DGBEX Mutual Fund
DGBEX Mutual Fund
DGBEX Mutual Fund
DFA Global Social Core Equity Portfolio Institutional Class
DGBEX Mutual Fund Overview
DGBEX Mutual Fund (DFA Global Social Core Equity Portfolio Institutional Class) is managed by Dimensional with $107.2M in net assets. DGBEX expense ratio is 0.34%, holding 4 positions across various sectors. Inception date: 2019-11-19.
DGBEX performance shows a YTD return of 12.91%. The 1-year return is 17.33% and the 5-year return is 11.03%. DGBEX dividend yield stands at 1.56%, paid quarterly.
DGBEX top holdings include Dfa US Social Core Equity 2 Portfolio (62.9%), Dfa International Social Cor Eq Instl (25.0%), Dfa Emerging Markets Social Core Equity Portfolio (12.0%), Ssc Government Mm Gvmxx 12/31/2030 (0.1%). Go to all DGBEX holdings, DGBEX sectors, or DGBEX dividends.
DGBEX can be compared against other funds. Use DGBEX overlap to find shared positions, or DGBEX vs another fund for a side-by-side view. DGBEX alternatives are available via the screener, along with tax-loss harvesting opportunities.