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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.180 | 0.180 | 0.000 |
Stocks | 99.660 | 99.660 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.681 | 17.692 |
Price to Book | 2.510 | 2.835 |
Price to Sales | 1.366 | 2.016 |
Price to Cash Flow | 10.881 | 11.625 |
Dividend Yield | 1.955 | 2.115 |
5 Years Earnings Growth | 11.111 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.290 | 21.951 |
Financial Services | 16.640 | 15.485 |
Industrials | 14.040 | 12.117 |
Consumer Cyclical | 12.030 | 10.648 |
Healthcare | 11.510 | 14.349 |
Communication Services | 7.980 | 7.297 |
Consumer Defensive | 5.520 | 8.449 |
Basic Materials | 3.710 | 4.376 |
Real Estate | 2.940 | 2.805 |
Energy | 2.290 | 4.038 |
Utilities | 1.050 | 2.587 |
Number of long holdings: 6,163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 192.25 | +0.54% | |
Meta Platforms | US30303M1027 | 2.53 | 466.83 | +0.05% | |
NVIDIA | US67066G1040 | 2.43 | 1,096.33 | -0.82% | |
Microsoft | US5949181045 | 2.01 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 1.30 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 0.88 | 172.50 | +0.23% | |
Alphabet C | US02079K1079 | 0.86 | 173.96 | +0.21% | |
Broadcom | US11135F1012 | 0.77 | 1,328.55 | -2.45% | |
J&J | US4781601046 | 0.76 | 146.67 | +0.96% | |
UnitedHealth | US91324P1021 | 0.68 | 495.37 | +2.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 6.32B | 3.59 | 4.42 | 7.89 | ||
Dimensional Global Core Equity FuUD | 6.32B | 3.65 | 4.43 | 7.89 | ||
Global Sustainability Core Equity F | 4.2B | 8.29 | 7.16 | 8.87 | ||
Dimensional Pacific Basin Small CUA | 116.36M | -0.42 | -1.62 | 4.47 | ||
Dimensional Pacific Basin Small Com | 116.36M | -0.39 | -1.62 | 4.46 |
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