DFA Selectively Hedged Global Equity Port Inst (DSHGX)
25.55
+0.04
(+0.16%)
USD |
Dec 05 2025
DSHGX Asset Allocations & Exposures
Asset Allocation
As of August 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.87% |
| Stock | 97.55% |
| Bond | 0.30% |
| Convertible | 0.00% |
| Preferred | 0.24% |
| Other | 0.03% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 61.09% |
|---|---|
|
North America
|
59.57% |
| Canada | 2.71% |
| United States | 56.86% |
|
Latin America
|
1.52% |
| Brazil | 0.61% |
| Chile | 0.07% |
| Colombia | 0.03% |
| Mexico | 0.36% |
| Peru | 0.02% |
As of August 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.14% |
|---|---|
| United Kingdom | 3.19% |
|
Europe Developed
|
11.64% |
| Austria | 0.15% |
| Belgium | 0.28% |
| Denmark | 0.53% |
| Finland | 0.40% |
| France | 1.68% |
| Germany | 1.99% |
| Greece | 0.09% |
| Ireland | 0.96% |
| Italy | 0.77% |
| Netherlands | 0.94% |
| Norway | 0.15% |
| Portugal | 0.08% |
| Spain | 0.68% |
| Sweden | 0.67% |
| Switzerland | 2.12% |
|
Europe Emerging
|
0.43% |
| Czech Republic | 0.02% |
| Poland | 0.21% |
| Turkey | 0.16% |
|
Africa And Middle East
|
1.88% |
| Egypt | 0.01% |
| Israel | 0.30% |
| Qatar | 0.13% |
| Saudi Arabia | 0.55% |
| South Africa | 0.53% |
| United Arab Emirates | 0.30% |
| Greater Asia | 21.22% |
|---|---|
| Japan | 5.14% |
|
Australasia
|
1.52% |
| Australia | 1.45% |
|
Asia Developed
|
6.72% |
| Hong Kong | 1.11% |
| Singapore | 0.35% |
| South Korea | 1.94% |
| Taiwan | 3.30% |
|
Asia Emerging
|
7.85% |
| China | 3.78% |
| India | 3.23% |
| Indonesia | 0.23% |
| Malaysia | 0.24% |
| Philippines | 0.10% |
| Thailand | 0.27% |
| Unidentified Region | 0.55% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.26% |
| Materials |
|
5.79% |
| Consumer Discretionary |
|
10.28% |
| Financials |
|
18.23% |
| Real Estate |
|
0.96% |
| Sensitive |
|
46.75% |
| Communication Services |
|
7.36% |
| Energy |
|
5.04% |
| Industrials |
|
14.16% |
| Information Technology |
|
20.19% |
| Defensive |
|
14.98% |
| Consumer Staples |
|
5.40% |
| Health Care |
|
7.01% |
| Utilities |
|
2.57% |
| Not Classified |
|
3.02% |
| Non Classified Equity |
|
0.32% |
| Not Classified - Non Equity |
|
2.70% |
As of August 31, 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 | -- |