Global Social Core Equity PortfolioDGBEX
Type
Mutual fund
Peer group
Allocation
Net assets
$98.7M
Expense ratio
0.34%
1-year return
+35.1%
3 years, a year
+20.5%
5 years, a year
+10.5%
Holdings
4
What it aims to do.
The investment objective of the Global Social Core Equity Portfolio (the Portfolio) is to achieve long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| DFA US Social Core Equity 2 Portfolio | 61.50% |
| DFA International Social Core Equity Portfolio | 25.62% |
| DFA Emerging Markets Social Core Equity Portfolio | 12.82% |
| State Street Global Advisors | 0.04% |
More on DGBEX.
- DGBEX overview
- DGBEX holdings
- DGBEX risk
- DGBEX costs
- DGBEX money in and out
- DGBEX share classes
- Compare DGBEX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.