
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 30.62 | 48.41 | 17.79 |
Shares | 24.75 | 24.75 | 0.00 |
Bonds | 44.62 | 44.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.06 | 20.09 |
Price to Book | 2.51 | 2.64 |
Price to Sales | 1.64 | 2.22 |
Price to Cash Flow | 10.29 | 11.87 |
Dividend Yield | 2.03 | 2.15 |
5 Years Earnings Growth | 9.81 | 9.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.07 | 23.39 |
Financial Services | 17.38 | 16.09 |
Industrials | 13.59 | 11.22 |
Consumer Cyclical | 10.31 | 10.28 |
Communication Services | 8.03 | 7.77 |
Healthcare | 7.53 | 8.82 |
Consumer Defensive | 5.60 | 5.08 |
Energy | 4.98 | 4.23 |
Basic Materials | 4.28 | 3.49 |
Real Estate | 2.72 | 7.07 |
Utilities | 2.52 | 2.58 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Two-Year Global Fixed-Income I | - | 29.97 | - | - | |
DFA Short-Term Extended Quality I | - | 29.96 | - | - | |
DFA US Core Equity 2 I | - | 13.42 | - | - | |
DFA Inflation-Protected Securities I | - | 11.09 | - | - | |
DFA International Core Equity 2 I | - | 4.57 | - | - | |
DFA US Core Equity 1 I | - | 4.48 | - | - | |
DFA World ex US Government Fxd Inc I | - | 3.99 | - | - | |
DFA Emerging Markets Core Equity 2 I | - | 2.04 | - | - | |
DFA Real Estate Securities I | - | 0.35 | - | - | |
DFA International Real Estate Sec I | - | 0.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37.72B | 13.01 | 22.59 | 14.03 | ||
DFA International Core Equity I | 36.74B | 29.27 | 22.94 | 8.98 | ||
DFA US Core Equity 2 I | 35.46B | 13.08 | 22.15 | 13.58 | ||
DFA Emerging Markets Core Equity I | 33.03B | 24.08 | 19.33 | 8.84 | ||
DFA US Large Cap Value I | 24.21B | 11.28 | 16.84 | 10.71 |
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