VA Global Moderate Allocation Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
13
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFA US Core Equity 2 Portfolio | 233203397 | Jan 2023 | 1,900,084 | -40,826 | $64.5M | +1.8% | 31.54% | EC |
| 2 | DFA Selectively Hedged Global Fixed Income Portfolio | 233203223 | Jan 2023 | 2,804,544 | +129,957 | $25.9M | +6.1% | 12.69% | EC |
| 3 | VA Global Bond Portfolio | 233203728 | Jan 2023 | 2,622,692 | +118,182 | $25.9M | +6.2% | 12.68% | EC |
| 4 | DFA US Core Equity 1 Portfolio | 233203413 | Jan 2023 | 609,662 | -20,283 | $23.1M | +0.9% | 11.30% | EC |
| 5 | DFA International Core Equity Portfolio | 233203371 | Jan 2023 | 1,479,062 | -44,764 | $23.0M | +0.1% | 11.27% | EC |
| 6 | DFA Emerging Markets Core Equity Portfolio | 233203421 | Jan 2023 | 472,053 | -3,311 | $10.9M | +6.2% | 5.34% | EC |
| 7 | DFA Two-Year Global Fixed Income Portfolio | 233203645 | Jan 2023 | 1,055,381 | +76,326 | $10.4M | +9.4% | 5.08% | EC |
| 8 | VA Short-Term Fixed Portfolio | 233203678 | Jan 2023 | 1,017,060 | +73,016 | $10.4M | +9.2% | 5.08% | EC |
| 9 | DFA VA U.S. Large Value Portfolio | 233203777 | Jan 2023 | 137,639 | -403 | $4.8M | +5.4% | 2.33% | EC |
| 10 | DFA VA International Value Portfolio | 233203694 | Jan 2023 | 188,918 | -6,516 | $2.7M | +3.2% | 1.32% | EC |
| 11 | DFA Real Estate Securities Portfolio | 233203835 | Jan 2023 | 55,831 | +199 | $2.0M | -4.4% | 0.97% | EC |
| 12 | DFA International Real Estate Securities | 233203348 | Jan 2023 | 203,360 | — | $708K | -2.5% | 0.35% | EC |
| 13 | State Street Global Advisors | 857492706 | Oct 2023 | 87,531 | -20,820 | $88K | -19.2% | 0.04% | STIV |