DFA Selectively Hedged Global Equity Portfolio Institutional Class Shares (DSHGX)
| Fund Assets | 339.52M |
| Expense Ratio | 0.32% |
| Min. Investment | $0.00 |
| Turnover | 11.00% |
| Dividend (ttm) | 0.80 |
| Dividend Yield | 3.02% |
| Dividend Growth | -32.35% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 15, 2025 |
| Previous Close | 26.30 |
| YTD Return | 5.73% |
| 1-Year Return | 24.40% |
| 5-Year Return | 76.37% |
| 52-Week Low | 18.01 |
| 52-Week High | 26.66 |
| Beta (5Y) | 0.86 |
| Holdings | 30 |
| Inception Date | Nov 14, 2011 |
About DSHGX
DFA Selectively Hedged Global Equity Portfolio Institutional Class is a globally diversified mutual fund designed to seek long-term capital appreciation for its investors. As a 'fund of funds,' it primarily allocates its assets among a range of other Dimensional Fund Advisors mutual funds, thereby providing exposure to a broad and diversified mix of equities across developed and emerging markets. The strategy emphasizes large and core equity segments, often blending large-cap stocks from the United States with international and emerging market equities, aiming to reflect the global market in terms of size, growth, and valuation characteristics. The fund’s selectively hedged approach allows for dynamic currency management, mitigating some currency risk while maintaining global market exposure. Its role in the financial market is to offer investors a professionally managed, cost-efficient way to access diversified global equities, making it suitable for those seeking comprehensive international investment solutions within a single vehicle.
Performance
DSHGX had a total return of 24.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.66%.
Top 10 Holdings
117.61% of assets| Name | Symbol | Weight |
|---|---|---|
| DFA U.S. Core Equity II Portfolio Institutional Class | DFQTX | 56.60% |
| DFA International Core Equity 2 Portfolio Institutional Class | DFIEX | 23.77% |
| DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | DFCEX | 17.59% |
| Eur260112 | n/a | 6.25% |
| Jpy260107 | n/a | 4.48% |
| Hkd260106 | n/a | 3.53% |
| Cad260106 | n/a | 1.58% |
| Chf260127 | n/a | 1.54% |
| Aud260112 | n/a | 1.23% |
| Usd | n/a | 1.05% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 15, 2025 | $0.79699 | Dec 16, 2025 |
| Dec 13, 2024 | $1.17819 | Dec 13, 2024 |
| Dec 13, 2023 | $1.19078 | Dec 14, 2023 |
| Dec 14, 2022 | $1.64096 | Dec 15, 2022 |
| Dec 15, 2021 | $1.40676 | Dec 16, 2021 |
| Dec 16, 2020 | $0.19614 | Dec 17, 2020 |