DFA Selectively Hedged Global Equity Port Inst (DSHGX)
27.35
-0.21
(-0.76%)
USD |
May 19 2026
DSHGX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 1.92% |
| Stock | 97.50% |
| Bond | 0.25% |
| Convertible | 0.00% |
| Preferred | 0.26% |
| Other | 0.08% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 59.25% |
|---|---|
|
North America
|
57.39% |
| Canada | 3.01% |
| United States | 54.38% |
|
Latin America
|
1.86% |
| Brazil | 0.73% |
| Chile | 0.10% |
| Colombia | 0.04% |
| Mexico | 0.45% |
| Peru | 0.03% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.44% |
|---|---|
| United Kingdom | 3.07% |
|
Europe Developed
|
11.83% |
| Austria | 0.17% |
| Belgium | 0.29% |
| Denmark | 0.54% |
| Finland | 0.41% |
| France | 1.68% |
| Germany | 1.89% |
| Greece | 0.10% |
| Ireland | 0.94% |
| Italy | 0.84% |
| Netherlands | 1.03% |
| Norway | 0.16% |
| Portugal | 0.08% |
| Spain | 0.76% |
| Sweden | 0.71% |
| Switzerland | 2.08% |
|
Europe Emerging
|
0.50% |
| Czech Republic | 0.02% |
| Poland | 0.25% |
| Turkey | 0.18% |
|
Africa And Middle East
|
2.04% |
| Egypt | 0.01% |
| Israel | 0.37% |
| Qatar | 0.13% |
| Saudi Arabia | 0.54% |
| South Africa | 0.64% |
| United Arab Emirates | 0.29% |
| Greater Asia | 23.15% |
|---|---|
| Japan | 5.40% |
|
Australasia
|
1.54% |
| Australia | 1.47% |
|
Asia Developed
|
8.39% |
| Hong Kong | 1.18% |
| Singapore | 0.41% |
| South Korea | 2.78% |
| Taiwan | 4.01% |
|
Asia Emerging
|
7.82% |
| China | 3.99% |
| India | 2.96% |
| Indonesia | 0.24% |
| Malaysia | 0.28% |
| Philippines | 0.10% |
| Thailand | 0.25% |
| Unidentified Region | 0.15% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.12% |
| Materials |
|
6.56% |
| Consumer Discretionary |
|
9.72% |
| Financials |
|
17.89% |
| Real Estate |
|
0.95% |
| Sensitive |
|
47.18% |
| Communication Services |
|
6.98% |
| Energy |
|
5.18% |
| Industrials |
|
14.21% |
| Information Technology |
|
20.81% |
| Defensive |
|
14.72% |
| Consumer Staples |
|
4.96% |
| Health Care |
|
7.35% |
| Utilities |
|
2.41% |
| Not Classified |
|
2.97% |
| Non Classified Equity |
|
0.31% |
| Not Classified - Non Equity |
|
2.66% |
As of February 28, 2026
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 | -- |