Holdings of GLOBAL ALLOCATION 60/40 PORTFOLIO
DIMENSIONAL INVESTMENT GROUP INC · 12 declared positions · as of Apr 30, 2026
Original filing · Net assets 3.7B $ · Ten largest lines: 98.8 % of the equity sleeve
Sector breakdown
- Funds 32.2 %
- Unattributed 67.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 12 | 3.7B $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| DFA US Core Equity 2 Portfolio | 25,174,127 | 1.2B $ | 32.18 % |
| DFA Selectively Hedged Global Fixed Income Portfolio | 57,425,928 | 535.8M $ | 14.46 % |
| International Core Equity 2 Portfolio | 19,249,634 | 424.1M $ | 11.45 % |
| DFA US Core Equity 1 Portfolio | 7,629,172 | 405.5M $ | 10.94 % |
| DFA Short-Term Extended Quality Portfolio | 33,989,669 | 354.5M $ | 9.57 % |
| Emerging Markets Core Equity 2 Portfolio | 6,346,510 | 212.5M $ | 5.74 % |
| DFA Global Core Plus Fixed Income Portfolio | 19,535,239 | 179.5M $ | 4.85 % |
| DFA Five-Year Global Fixed Income Portfolio | 17,798,102 | 178.9M $ | 4.83 % |
| DFA Inflation Protected Securities Portfolio | 8,020,451 | 90.5M $ | 2.44 % |
| DFA International Government Fixed Income Portfolio | 10,567,399 | 89.2M $ | 2.41 % |
| DFA Real Estate Securities Portfolio | 716,290 | 32M $ | 0.86 % |
| DFA International Real Estate Securities | 2,854,076 | 10.9M $ | 0.29 % |