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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 19.32 | 19.34 | 0.02 |
Shares | 60.57 | 60.57 | 0.00 |
Bonds | 20.11 | 20.11 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.31 | 17.60 |
Price to Book | 2.40 | 2.72 |
Price to Sales | 1.54 | 1.99 |
Price to Cash Flow | 10.09 | 10.83 |
Dividend Yield | 2.15 | 2.50 |
5 Years Earnings Growth | 9.62 | 9.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.45 | 20.05 |
Financial Services | 17.62 | 17.96 |
Industrials | 13.48 | 11.95 |
Consumer Cyclical | 10.29 | 9.71 |
Communication Services | 7.95 | 7.37 |
Healthcare | 7.73 | 9.89 |
Consumer Defensive | 5.88 | 6.81 |
Energy | 4.93 | 4.81 |
Basic Materials | 4.37 | 3.98 |
Real Estate | 2.88 | 5.09 |
Utilities | 2.43 | 3.52 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 32.40 | - | - | |
DFA Selectively Hedged Global F/I I | - | 14.45 | - | - | |
DFA International Core Equity 2 I | - | 11.37 | - | - | |
DFA US Core Equity 1 I | - | 10.90 | - | - | |
DFA Short-Term Extended Quality I | - | 9.67 | - | - | |
DFA Emerging Markets Core Equity 2 I | - | 5.13 | - | - | |
DFA Global Core Plus Fixed Income Instl | - | 4.96 | - | - | |
DFA Five-Year Global Fixed-Income I | - | 4.90 | - | - | |
DFA Inflation-Protected Securities I | - | 2.49 | - | - | |
DFA World ex US Government Fxd Inc I | - | 2.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37.06B | 7.24 | 15.30 | 12.41 | ||
DFA International Core Equity I | 36.93B | 20.01 | 13.74 | 7.01 | ||
DFA US Core Equity 2 I | 34.37B | 7.10 | 14.86 | 11.91 | ||
DFA Emerging Markets Core Equity I | 31.45B | 15.37 | 11.94 | 6.84 | ||
DFA US Large Cap Value I | 24.34B | 5.41 | 10.28 | 9.06 |
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