DFA Selectively Hedged Global Equity Portfolio
DSHGX
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USD
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Capital Structure
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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.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- Santa Monica CA 90401 Santa Monica CA United States of America 90401
- IPO Date
- Nov 16, 2011
- CIK
- 0000355437
- Website
- dimensional.com
- Similar Companies
- Business
- DFA Selectively Hedged Global Equity Portfolio (DSHGX) is an institutional class mutual fund managed by Dimensional Fund Advisors L.P. that seeks long-term capital appreciation by investing as a fund of funds primarily in other Dimensional equity portfolios, including DFA U.S. Core Equity 2 Portfolio Institutional Class, DFA International Core Equity 2 Portfolio Institutional Class, and DFA Emerging Markets Core Equity 2 Portfolio Institutional Class; it employs a selectively hedged strategy using futures contracts, such as on the E-mini S&P 500, to manage currency exposure while providing broad global equity diversification across U.S., developed non-U.S., and emerging market stocks with tilts toward smaller-cap, value, and profitability factors. The portfolio emphasizes equity securities or exposures representing large-, mid-, and small-cap companies in technology, financial services, industrials, consumer cyclical, and communication services sectors, with approximately 57% U.S. stocks, 40% non-U.S. stocks, and minor cash and derivatives holdings as of late 2025; it targets institutional and advisor-served investors with a net expense ratio of 0.32% and assets under management of about $340 million. Dimensional Fund Advisors L.P., founded in 1981 and headquartered at 6300 Bee Cave Road, Building One, Austin, Texas, serves as the investment advisor and sponsor, pioneering evidence-based investing rooted in academic research from figures like Eugene Fama and Kenneth French; the firm operates globally with offices in the U.S., Canada, U.K., Germany, Netherlands, Australia, Singapore, and Japan, managing over $700 billion in assets across mutual funds, ETFs, and separately managed accounts. In recent developments, Dimensional received Morningstar's 2025 Award for Investing Excellence in the Exemplary Stewardship category for its commitment to low-cost, factor-based portfolios, investor education, fee reductions, and expansion into tax-efficient ETFs comprising nearly a third of its assets under management; the firm launched its first active UCITS ETFs—a core all-cap and small/mid-cap value fund—in November 2025 on the London Stock Exchange and Xetra in Frankfurt, targeting developed markets to complement existing European offerings. These initiatives build on prior innovations, including large-scale mutual fund-to-ETF conversions and regulatory efforts for ETF share classes, amid ongoing portfolio management by Jed Fogdall (since 2011), Allen Pu and Mary Phillips (since 2017), and Ashish Bhagwanjee (since 2022).