Global Equity - U.S. Focused (S:0P0001HALU)
24.82
+0.22
(+0.89%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of March 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| DFA US Core Equity 1 Portfolio Institutional | 26.70% | 51.26 | 0.16% |
| DFA Dimensional US Core Equity 2 ETF | 18.22% | 40.42 | -1.51% |
| Avantis US Equity ETF | 8.56% | 115.04 | -1.35% |
| DFA US Core Equity 2 Portfolio Institutional | 7.65% | 45.93 | 0.24% |
| DFA Dimensional International Core Equity 2 ETF | 4.30% | 36.55 | -3.60% |
| DFA International Core Equity 2 Portfolio Inst | 4.10% | 22.29 | -1.42% |
| DFA International Vector Equity Portfolio Inst | 3.43% | 20.03 | -1.38% |
| Avantis International Equity ETF | 3.32% | 87.38 | -3.69% |
| DFA Dimensional World ex US Core Equity 2 ETF | 3.04% | 34.86 | -4.34% |
| DFA Emerging Markets Core Equity 2 Portfolio Inst | 2.47% | 32.78 | -1.06% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |