
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 19.84 | 19.84 | 0.00 |
Shares | 59.99 | 59.99 | 0.00 |
Bonds | 20.16 | 20.16 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.63 | 17.24 |
Price to Book | 2.33 | 2.68 |
Price to Sales | 1.49 | 1.95 |
Price to Cash Flow | 9.75 | 10.66 |
Dividend Yield | 2.20 | 2.56 |
5 Years Earnings Growth | 9.62 | 9.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.82 | 19.37 |
Financial Services | 17.73 | 17.96 |
Industrials | 13.51 | 11.84 |
Consumer Cyclical | 10.53 | 9.81 |
Healthcare | 8.03 | 10.35 |
Communication Services | 7.52 | 7.25 |
Consumer Defensive | 6.21 | 7.09 |
Energy | 4.89 | 4.84 |
Basic Materials | 4.40 | 4.03 |
Real Estate | 2.89 | 4.98 |
Utilities | 2.48 | 3.52 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 32.06 | - | - | |
DFA Selectively Hedged Global F/I I | - | 14.59 | - | - | |
DFA International Core Equity 2 I | - | 11.60 | - | - | |
DFA US Core Equity 1 I | - | 10.78 | - | - | |
DFA Short-Term Extended Quality I | - | 9.80 | - | - | |
DFA Global Core Plus Fixed Income Instl | - | 4.98 | - | - | |
DFA Five-Year Global Fixed-Income I | - | 4.97 | - | - | |
DFA Emerging Markets Core Equity 2 I | - | 4.95 | - | - | |
DFA World ex US Government Fxd Inc I | - | 2.52 | - | - | |
DFA Inflation-Protected Securities I | - | 2.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.21B | 5.09 | 17.90 | 12.26 | ||
DFA International Core Equity I | 34.69B | 21.59 | 16.10 | 7.16 | ||
DFA US Core Equity 2 I | 34.37B | 4.78 | 17.34 | 11.64 | ||
DFA Emerging Markets Core Equity I | 30.45B | 13.94 | 11.61 | 5.97 | ||
DFA US Large Cap Value I | 23.54B | 4.59 | 12.25 | 8.95 |
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