Holdings (Monthly)
Guide ↗
GLOBAL ALLOCATION 60/40 PORTFOLIO
· DIMENSIONAL INVESTMENT GROUP INC| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | DFA US Core Equity 2 Portfolio | 233203397 | Jan 2026 | 25,800,155 | $1.17B | 31.89% | EC |
| 2 | DFA Selectively Hedged Global Fixed Income Portfolio | 233203223 | Jan 2026 | 58,556,339 | $544.6M | 14.81% | EC |
| 3 | International Core Equity 2 Portfolio | 233203371 | Jan 2026 | 19,736,810 | $421.6M | 11.47% | EC |
| 4 | DFA US Core Equity 1 Portfolio | 233203413 | Jan 2026 | 7,766,966 | $395.0M | 10.74% | EC |
| 5 | DFA Short-Term Extended Quality Portfolio | 23320G521 | Jan 2026 | 34,481,128 | $361.4M | 9.83% | EC |
| 6 | Emerging Markets Core Equity 2 Portfolio | 233203421 | Jan 2026 | 6,416,065 | $200.8M | 5.46% | EC |
| 7 | DFA Five-Year Global Fixed Income Portfolio | 233203884 | Jan 2026 | 17,917,144 | $180.8M | 4.92% | EC |
| 8 | DFA Global Core Plus Fixed Income Portfolio | 25239Y386 | Jan 2026 | 19,469,315 | $180.7M | 4.91% | EC |
| 9 | DFA Inflation Protected Securities Portfolio | 233203355 | Jan 2026 | 8,067,282 | $90.1M | 2.45% | EC |
| 10 | DFA World ex US Government Fixed Income Portfolio | 23320G323 | Jan 2026 | 10,505,381 | $89.7M | 2.44% | EC |
| 11 | DFA Real Estate Securities Portfolio | 233203835 | Jan 2026 | 713,467 | $29.1M | 0.79% | EC |
| 12 | DFA International Real Estate Securities | 233203348 | Jan 2026 | 2,854,076 | $11.1M | 0.30% | EC |