Dfa Selectively Hedged Fund Quote

DSHGX Fund  USD 23.30  0.16  0.69%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Dfa Selectively is trading at 23.30 as of the 4th of July 2025; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 23.14. Dfa Selectively has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 5th of April 2025 and ending today, the 4th of July 2025. Click here to learn more.
The portfolio is a fund of funds, which means that the Portfolio generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities and derivatives. It seeks to achieve exposure to a broad portfolio of securities of both U.S. More on Dfa Selectively Hedged

Moving together with Dfa Mutual Fund

  0.96DIHRX Intal High RelativePairCorr
  0.95DILRX Dfa InternationalPairCorr
  0.96DISVX Dfa International SmallPairCorr
  0.96DISMX Dfa InternationalPairCorr
  0.68DMNBX Dfa Mn MunicipalPairCorr

Dfa Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Dimensional Fund Advisors (View all Sectors)
Update Date30th of June 2025
Dfa Selectively Hedged [DSHGX] is traded in USA and was established 4th of July 2025. Dfa Selectively is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 433.13 M in assets under management (AUM) with no minimum investment requirementsDfa Selectively Hedged is currently producing year-to-date (YTD) return of 3.63% with the current yeild of 0.02%, while the total return for the last 3 years was 11.17%.
Check Dfa Selectively Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dfa Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dfa Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dfa Selectively Hedged Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Dfa Selectively Hedged Mutual Fund Constituents

DFCEXEmerging Markets EMutual FundDiversified Emerging Mkts
DFIEXInternational E EquityMutual FundForeign Large Blend
DFQTXUs E EquityMutual FundLarge Blend
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Dfa Selectively Hedged Risk Profiles

Dfa Selectively Against Markets

Other Information on Investing in Dfa Mutual Fund

Dfa Selectively financial ratios help investors to determine whether Dfa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dfa with respect to the benefits of owning Dfa Selectively security.
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