DFA Global Allocation 25/75 Portfolio Institutional Class (DGTSX)
NASDAQ NASDAQ Primary Summary
DGTSX Chart
DFA Global Allocation 25/75 Portfolio Institutional Class Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 17,513 | $231,952.52 | $252,712.59 | $20,760.07 | 8.95% |
DFA Global Allocation 25/75 Portfolio Institutional Class (DGTSX) FAQ
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DFA Global Allocation 25/75 Portfolio Institutional Class Profile
| NASDAQ Exchange | US Country |
Overview
The Portfolio is a feeder Portfolio with the primary goal of achieving its investment objectives by allocating substantially all its assets into its corresponding master fund, The Tax-Managed U.S. Marketwide Value Series. This arrangement allows for a broader and more diversified investment strategy focusing on the value stock market within the United States. Operated under the advisement that deems certain U.S. companies' stocks as undervalued, the Portfolio aims to capitalize on these opportunities. To ensure adherence to its objectives and strategies, the Portfolio maintains a non-fundamental policy where, under normal circumstances, at least 80% of its net assets are invested in securities from U.S. companies.
Products and Services
- Feeder Portfolio Investment
- Tax-Managed Investment Strategies
- Value Stock Selection
- U.S. Companies Securities Investment
This service offers investors an opportunity to engage in a diversified investment strategy by pooling their investments into The Tax-Managed U.S. Marketwide Value Series. This is designed to provide a more focused approach to investing in value stocks across a wide spectrum of U.S. companies, leveraging the advantages of bulk investments and expert financial management.
The Portfolio provides an investment outlet centered around tax-managed strategies, focusing on maximizing after-tax returns for investors. This is particularly beneficial for those looking to invest in the U.S. market while minimizing tax liabilities, ensuring that their investments are both strategic and tax-efficient.
Under the expert advisement of the Portfolio's managers, investments are strategically chosen from a broad and diverse pool of U.S. companies identified as value stocks. These are equities that are considered to be undervalued compared to their market worth and fundamentals. The aim is to offer investors a chance to gain from market corrections when these stocks are revalued to their rightful price.
Adhering to its non-fundamental policy, the Portfolio dedicates at least 80% of its net assets to securities of U.S. companies. This service underscores the Portfolio's commitment to investing primarily in the U.S. market, offering investors exposure to its growth potential while maintaining a value-focused investment perspective.
