Holdings (Monthly)
Guide ↗
Global Allocation 25/75 Portfolio
· Dimensional Investment Group Inc| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | DFA Two-Year Global Fixed Income Portfolio | 233203645 | Jan 2026 | 20,302,047 | $198.6M | 29.95% | EC |
| 2 | DFA Short-Term Extended Quality Portfolio | 23320G521 | Jan 2026 | 18,941,692 | $198.5M | 29.94% | EC |
| 3 | DFA US Core Equity 2 Portfolio | 233203397 | Jan 2026 | 1,935,610 | $88.0M | 13.27% | EC |
| 4 | DFA Inflation Protected Securities Portfolio | 233203355 | Jan 2026 | 6,505,101 | $72.7M | 10.96% | EC |
| 5 | International Core Equity 2 Portfolio | 233203371 | Jan 2026 | 1,472,362 | $31.4M | 4.74% | EC |
| 6 | DFA US Core Equity 1 Portfolio | 233203413 | Jan 2026 | 580,854 | $29.5M | 4.46% | EC |
| 7 | DFA World ex US Government Fixed Income Portfolio | 23320G323 | Jan 2026 | 3,098,278 | $26.5M | 3.99% | EC |
| 8 | Emerging Markets Core Equity 2 Portfolio | 233203421 | Jan 2026 | 475,768 | $14.9M | 2.25% | EC |
| 9 | DFA Real Estate Securities Portfolio | 233203835 | Jan 2026 | 52,246 | $2.1M | 0.32% | EC |
| 10 | DFA International Real Estate Securities | 233203348 | Jan 2026 | 208,201 | $810K | 0.12% | EC |
| 11 | State Street Global Advisors | 857492706 | Jan 2026 | 53,014 | $53K | 0.01% | STIV |