60. Dimensional Global Allocation 60/40 (DGSIX)
Account$98,767
Return−1.23%
vs S&P 500+2.86%
Worst drop−2.34%
What it does
Dimensional's fund of its own funds, about 61.5% stocks with a tilt to small and value, and 38.5% mostly short-term bonds (30 April 2026). The size and value split is our estimate; global hedged bonds are treated as US ones.
Account value
Dimensional Global Allocation 60/40 (DGSIX)S&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 75 | $96.55 | $7,241 | 7.33% |
| EEM | 88 | $59.33 | $5,221 | 5.29% |
| EFA | 115 | $101.89 | $11,717 | 11.86% |
| IWM | 39 | $273.67 | $10,673 | 10.81% |
| SHY | 354 | $81.63 | $28,897 | 29.26% |
| SPY | 28 | $735.29 | $20,588 | 20.85% |
| TIP | 22 | $106.27 | $2,338 | 2.37% |
| VNQ | 10 | $95.73 | $957 | 0.97% |
| VTV | 44 | $223.01 | $9,812 | 9.93% |
| Cash | $1,321 | 1.34% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | SHY | 354 | $81.41 | $28,819 | $14.41 |
| 2026-10-22 | Buy | EFA | 115 | $103.26 | $11,875 | $5.94 |
| 2026-10-22 | Buy | EEM | 88 | $62.05 | $5,460 | $2.73 |
| 2026-10-22 | Buy | AGG | 75 | $95.69 | $7,177 | $3.59 |
| 2026-10-22 | Buy | VTV | 44 | $224.44 | $9,875 | $4.94 |
| 2026-10-22 | Buy | IWM | 39 | $274.81 | $10,718 | $5.36 |
| 2026-10-22 | Buy | SPY | 28 | $766.37 | $21,458 | $10.73 |
| 2026-10-22 | Buy | TIP | 22 | $105.96 | $2,331 | $1.17 |
| 2026-10-22 | Buy | VNQ | 10 | $91.54 | $915 | $1.00 |