About DGEIX
DFA Global Equity Portfolio Institutional Class is a diversified mutual fund designed to provide investors with comprehensive exposure to global equity markets. Its primary objective is long-term capital appreciation, achieved through strategic allocations to underlying funds that invest in both U.S. and international equities, including developed and emerging markets. The portfolio’s largest exposures are to large-cap stocks, with significant allocations to U.S. companies alongside international and emerging market positions. Notably, the fund holds its assets predominantly in a blend of Dimensional Fund Advisors’ core equity and real estate securities funds, resulting in 100% of assets concentrated in its top ten holdings, which represent broad global market coverage. Sector allocations closely mirror global market benchmarks, capturing opportunities across industries such as technology, financials, healthcare, and consumer discretionary. With a competitive expense ratio and low turnover rate, this institutional share class is tailored for investors seeking efficient, broad-based equity diversification within a single fund solution, playing a key role in institutional and large-scale investment portfolios.
Fund Family Dimensional Fund Advisors
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DGEIX
Share Class - Institutional Class
Index MSCI World NR USD
DGEIX had a total return of 22.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.33%.
