About DGLIX
DFA Global Small Company Portfolio Institutional Class is a mutual fund designed to achieve long-term capital appreciation by investing in a diverse mix of equity securities of small companies across both developed and emerging markets. Structured as a "fund of funds," it primarily allocates assets among other funds managed by Dimensional Fund Advisors, providing broad exposure to thousands of small-cap stocks worldwide. The portfolio takes a small blend investment style, targeting companies with a range of value and growth characteristics, and is classified within the global small/mid stock category. The fund typically maintains a low expense ratio, offering a cost advantage relative to peers, and exhibits a low turnover rate, suggesting a buy-and-hold strategy. Its holdings span a wide array of sectors, with a notable allocation to financial services, industrials, and real estate, reflecting a highly diversified approach. DFA Global Small Company Portfolio Institutional Class plays a significant role for investors seeking efficient access to the return and diversification potential of global small-cap equities.
Fund Family Dimensional Fund Advisors
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DGLIX
Index MSCI All Country World Small Cap NR
DGLIX had a total return of 22.33% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.88%.
