As of the latest SEC filings, DIMENSIONAL GLOBAL EQUITY PORT (DGEIX) is held by 7 institutional funds. The largest fund shareholder is Aspiriant Capital Appreciation Fund (CEF-30974), holding an estimated $11,960,938.67 in market value, representing 8.34% of its portfolio.
Funds holding DIMENSIONAL GLOBAL EQUITY PORT (DGEIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DGEIX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
Aspiriant Capital Appreciation Fund
|
CEF | Independent / Boutique | 8.34% | $11,960,938.67 | 303,269 | Mar 31, 2026 | May 29, 2026 |
|
EVAGX
The E-Valuator Aggressive Growth (85%-99%) RMS Fund
|
MF | Independent / Boutique | 2.28% | $5,343,162.75 | 135,476 | Mar 31, 2026 | May 26, 2026 |
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 1.52% | $3,818,304.13 | 96,813 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 1.43% | $2,072,957.29 | 52,560 | Mar 31, 2026 | May 26, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 0.89% | $287,941.82 | 7,301 | Mar 31, 2026 | May 26, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 0.49% | $236,856.92 | 6,006 | Mar 31, 2026 | May 26, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 0.18% | $37,600.76 | 953 | Mar 31, 2026 | May 26, 2026 |
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