
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.150 | 0.220 | 0.070 |
Stocks | 99.670 | 99.670 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.150 | 0.160 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.518 | 18.283 |
Price to Book | 2.763 | 3.061 |
Price to Sales | 1.561 | 2.247 |
Price to Cash Flow | 12.133 | 12.317 |
Dividend Yield | 1.878 | 2.027 |
5 Years Earnings Growth | 9.626 | 10.580 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.800 | 23.815 |
Financial Services | 18.670 | 16.698 |
Industrials | 12.770 | 11.552 |
Consumer Cyclical | 11.480 | 10.673 |
Healthcare | 11.280 | 13.053 |
Communication Services | 8.430 | 7.933 |
Consumer Defensive | 5.380 | 7.490 |
Basic Materials | 3.230 | 3.954 |
Real Estate | 2.870 | 2.747 |
Energy | 1.940 | 3.478 |
Utilities | 1.140 | 2.530 |
Number of long holdings: 5,942
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.20 | 202.14 | -0.19% | |
NVIDIA | US67066G1040 | 3.49 | 112.20 | +1.35% | |
Meta Platforms | US30303M1027 | 2.55 | 521.52 | -1.87% | |
Amazon.com | US0231351067 | 1.99 | 179.59 | -1.39% | |
Microsoft | US5949181045 | 1.67 | 385.73 | -0.54% | |
Alphabet A | US02079K3059 | 1.15 | 156.31 | -1.74% | |
Alphabet C | US02079K1079 | 1.04 | 158.68 | -1.73% | |
JPMorgan | US46625H1005 | 0.76 | 233.13 | -0.68% | |
Walmart | US9311421039 | 0.73 | 93.97 | -0.80% | |
Visa A | US92826C8394 | 0.70 | 335.81 | +0.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 7.49B | -0.91 | 6.30 | 8.49 | ||
Dimensional Global Core Equity FuUD | 7.49B | -0.88 | 6.32 | 8.50 | ||
Global Sustainability Core Equity F | 4.37M | 2.56 | 8.95 | 9.35 | ||
Dimensional Pacific Basin Small Com | 132.86M | 2.23 | 2.07 | 4.66 | ||
Dimensional Pacific Basin Small CUA | 132.86M | 1.04 | -0.94 | 5.01 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review