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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 32.84 | 43.08 | 10.24 |
Stocks | 24.49 | 24.49 | 0.00 |
Bonds | 42.62 | 42.62 | 0.00 |
Convertible | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.73 | 18.41 |
Price to Book | 2.22 | 2.80 |
Price to Sales | 1.36 | 2.06 |
Price to Cash Flow | 9.53 | 11.40 |
Dividend Yield | 2.26 | 2.19 |
5 Years Earnings Growth | 10.87 | 10.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.20 | 21.46 |
Financial Services | 15.45 | 14.33 |
Industrials | 14.13 | 10.96 |
Consumer Cyclical | 10.93 | 9.81 |
Healthcare | 9.43 | 12.37 |
Energy | 6.55 | 5.59 |
Communication Services | 6.13 | 7.26 |
Consumer Defensive | 6.05 | 7.49 |
Basic Materials | 5.22 | 3.53 |
Real Estate | 2.79 | 6.20 |
Utilities | 2.12 | 3.19 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Two-Year Global Fixed-Income I | - | 30.15 | - | - | |
DFA Short-Term Extended Quality I | - | 30.14 | - | - | |
DFA US Core Equity 2 I | - | 13.21 | - | - | |
DFA Inflation-Protected Securities I | - | 10.98 | - | - | |
DFA International Core Equity I | - | 4.75 | - | - | |
DFA US Core Equity 1 I | - | 4.31 | - | - | |
DFA World ex US Government Fxd Inc I | - | 3.97 | - | - | |
DFA Emerging Markets Core Equity I | - | 1.99 | - | - | |
DFA Real Estate Securities I | - | 0.36 | - | - | |
DFA International Real Estate Sec I | - | 0.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.49B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.37B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 31.51B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.84B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 24.03B | 9.27 | 6.09 | 8.82 |
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