DFA Selectively Hedged Global Equity Port Inst (DSHGX)
26.73
-0.10
(-0.37%)
USD |
Feb 27 2026
DSHGX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.63% |
| Stock | 97.58% |
| Bond | 0.35% |
| Convertible | 0.00% |
| Preferred | 0.22% |
| Other | 0.22% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 61.60% |
|---|---|
|
North America
|
60.06% |
| Canada | 2.83% |
| United States | 57.24% |
|
Latin America
|
1.54% |
| Brazil | 0.61% |
| Chile | 0.08% |
| Colombia | 0.03% |
| Mexico | 0.37% |
| Peru | 0.02% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.57% |
|---|---|
| United Kingdom | 3.01% |
|
Europe Developed
|
11.24% |
| Austria | 0.15% |
| Belgium | 0.26% |
| Denmark | 0.50% |
| Finland | 0.40% |
| France | 1.64% |
| Germany | 1.80% |
| Greece | 0.08% |
| Ireland | 0.93% |
| Italy | 0.79% |
| Netherlands | 0.97% |
| Norway | 0.14% |
| Portugal | 0.08% |
| Spain | 0.71% |
| Sweden | 0.68% |
| Switzerland | 1.97% |
|
Europe Emerging
|
0.43% |
| Czech Republic | 0.02% |
| Poland | 0.21% |
| Turkey | 0.15% |
|
Africa And Middle East
|
1.88% |
| Egypt | 0.01% |
| Israel | 0.31% |
| Qatar | 0.12% |
| Saudi Arabia | 0.56% |
| South Africa | 0.54% |
| United Arab Emirates | 0.27% |
| Greater Asia | 21.60% |
|---|---|
| Japan | 5.20% |
|
Australasia
|
1.48% |
| Australia | 1.41% |
|
Asia Developed
|
7.19% |
| Hong Kong | 1.13% |
| Singapore | 0.37% |
| South Korea | 2.13% |
| Taiwan | 3.55% |
|
Asia Emerging
|
7.73% |
| China | 3.82% |
| India | 3.07% |
| Indonesia | 0.23% |
| Malaysia | 0.24% |
| Philippines | 0.09% |
| Thailand | 0.26% |
| Unidentified Region | 0.24% |
|---|
Stock Sector Exposure
| Cyclical |
|
34.25% |
| Materials |
|
5.85% |
| Consumer Discretionary |
|
10.07% |
| Financials |
|
17.44% |
| Real Estate |
|
0.89% |
| Sensitive |
|
48.05% |
| Communication Services |
|
7.18% |
| Energy |
|
4.90% |
| Industrials |
|
13.81% |
| Information Technology |
|
22.16% |
| Defensive |
|
14.71% |
| Consumer Staples |
|
4.99% |
| Health Care |
|
7.25% |
| Utilities |
|
2.47% |
| Not Classified |
|
3.00% |
| Non Classified Equity |
|
0.32% |
| Not Classified - Non Equity |
|
2.68% |
As of November 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |