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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.535 | 15.455 |
Price to Book | 1.864 | 2.040 |
Price to Sales | 1.457 | 1.776 |
Price to Cash Flow | 6.802 | 7.901 |
Dividend Yield | 4.646 | 4.547 |
5 Years Earnings Growth | 7.705 | 6.965 |
Name | Net % | Category Average |
---|---|---|
Basic Materials | 25.580 | 19.941 |
Financial Services | 22.160 | 28.357 |
Consumer Cyclical | 10.040 | 7.441 |
Industrials | 9.260 | 7.653 |
Energy | 8.930 | 5.574 |
Real Estate | 6.920 | 5.622 |
Healthcare | 4.760 | 10.858 |
Consumer Defensive | 4.680 | 5.644 |
Communication Services | 3.550 | 6.916 |
Technology | 3.460 | 3.309 |
Utilities | 0.680 | 1.402 |
Number of long holdings: 535
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 7.49 | 44.510 | +0.47% | |
Commonwealth Bank Australia | AU000000CBA7 | 4.69 | 119.540 | +1.31% | |
National Australia Bank | AU000000NAB4 | 3.23 | 33.910 | +0.89% | |
Woodside Energy | AU0000224040 | 2.44 | 27.700 | +2.03% | |
Westpac Banking | AU000000WBC1 | 2.28 | 25.980 | +0.19% | |
Goodman Group | AU000000GMG2 | 2.26 | 33.520 | -1.84% | |
ANZ Holdings | AU000000ANZ3 | 2.13 | 28.250 | +1.15% | |
Wesfarmers | AU000000WES1 | 2.02 | 64.890 | +1.15% | |
Rio Tinto Ltd | AU000000RIO1 | 1.96 | 128.960 | +1.02% | |
Fortescue Metals | AU000000FMG4 | 1.74 | 24.740 | -0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 6.93B | 9.36 | 11.22 | 11.32 | ||
Dimensional World Allocation 70 30 | 1.39B | 3.39 | 4.34 | 7.08 | ||
Dimensional World Equity Trust | 1.12B | 5.78 | 7.79 | 9.23 | ||
Dimensional Australian Value Trust | 982.8M | 3.36 | 9.22 | 8.77 | ||
Dimensional World Allocation 50 50 | 972.64M | 2.70 | 2.79 | 5.76 |
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