DSHGX - DFA Selectively Hedged Global Equity Portfolio Institutional Class Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

DFA Selectively Hedged Global Equity Portfolio Institutional Class Shares

DFA Investment Dimensions Group Inc

1299 Ocean Ave Ste 650 11th FL

Santa Monica CA 90401

888-576-1167
Management Information
David T. Plecha,Lead Manager since November 13, 2011
Mr. Pu is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Pu has an MBA from the University of California, Los Angeles, an MS and PhD from Caltech, and a BS from Cooper Union for the Advancement of Science and Art. Mr. Pu joined Dimensional Fund Advisors LP as a portfolio manager in 2006 and has been responsible for the World Core Equity Portfolio since 2015.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large Stock
Fund FamilyDimensional Fund Advisors
Net Assets376.23M
YTD Return17.64%
Yield2.66%
Morningstar Rating★★★
Inception DateNov 13, 2011

Fund Operations

Last Dividend0.44
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseDSHGXCategory Average
Annual Report Expense Ratio (net)0.34%1.11%
Prospectus Net Expense Ratio0.34%N/A
Prospectus Gross Expense Ratio0.60%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection166N/A
5 Yr Expense Projection309N/A
10 Yr Expense Projection725N/A