Global Allocation 25/75 PortfolioDGTSX
Type
Mutual fund
Peer group
Allocation
Net assets
$666.0M
Expense ratio
0.24%
1-year return
+10.6%
3 years, a year
+8.1%
5 years, a year
+4.3%
Holdings
11
What it aims to do.
The investment objective of the Global Allocation 25/75 Portfolio (the 25/75 Portfolio or the Portfolio) is to seek total return consistent with current income and preservation of capital with some capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| DFA Two-Year Global Fixed Income Portfolio | 29.61% |
| DFA Short-Term Extended Quality Portfolio | 29.59% |
| DFA US Core Equity 2 Portfolio | 13.60% |
| DFA Inflation Protected Securities Portfolio | 10.90% |
| International Core Equity 2 Portfolio | 4.83% |
| DFA US Core Equity 1 Portfolio | 4.60% |
| DFA International Government Fixed Income Portfolio | 3.97% |
| Emerging Markets Core Equity 2 Portfolio | 2.40% |
| DFA Real Estate Securities Portfolio | 0.35% |
| DFA International Real Estate Securities | 0.12% |
More on DGTSX.
- DGTSX overview
- DGTSX holdings
- DGTSX risk
- DGTSX costs
- DGTSX money in and out
- DGTSX share classes
- Compare DGTSX 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.