DFA Global Allocation 60/40 Portfolio
DGSIX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 6300 Bee Cave Road, Building One Austin TX United States of America 78746
- IPO Date
- Dec 26, 2003
- CIK
- 0000861929
- Website
- dimensional.com
- Similar Companies
- Business
- DFA Global Allocation 60/40 Portfolio (DGSIX) is an institutional-class mutual fund managed by Dimensional Fund Advisors LP that seeks total return consisting of capital appreciation and current income through a diversified allocation to equity and fixed income underlying funds. The Portfolio generally invests approximately 40% to 80% of its assets in domestic and international equity underlying funds, including those focused on large-cap blend strategies, and 20% to 60% in fixed income underlying funds, providing exposure to a broad range of global securities across market segments. Launched on December 23, 2003, the fund operates with a low expense ratio of 0.24% and pays quarterly dividends, targeting long-term investors seeking balanced risk-adjusted performance. Dimensional Fund Advisors LP, the fund's investment adviser founded in 1981 and headquartered in Austin, Texas, applies academic research-driven strategies to practical investing across equity and fixed income asset classes. The firm manages approximately $634 billion in assets under management, with operations spanning North America, Europe, Asia, and Australia through various offices. DFA Global Allocation 60/40 Portfolio forms part of Dimensional's suite of over 160 funds within its U.S. Dimensional Funds investment companies, available primarily to institutional and advisor-sold clients. In recent developments, Dimensional Fund Advisors received U.S. Securities and Exchange Commission approval in November 2025 to launch ETF share classes for 13 mutual funds, including potentially enhancing liquidity options for portfolios like DGSIX, marking a significant strategic expansion into exchange-traded products. The firm renewed its transfer agency agreement with SS&C Technologies in March 2025 for its U.K. open-ended investment company funds managing GBP 8.7 billion, extending a long-term partnership that supports operational efficiency across global markets. Additionally, in September 2025, Dimensional updated the strategy design for certain targeted value funds to emphasize higher profitability and lower relative price securities, reflecting ongoing refinements to its factor-based investment approach amid evolving market conditions.