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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.97 | 0.97 | 0.00 |
Shares | 98.63 | 98.63 | 0.00 |
Other | 0.40 | 0.41 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.74 | 25.10 |
Price to Book | 1.74 | 1.48 |
Price to Sales | 6.73 | 5.65 |
Price to Cash Flow | 15.11 | 15.31 |
Dividend Yield | 4.45 | 3.76 |
5 Years Earnings Growth | 5.81 | 6.52 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 99.26 | 97.89 |
Technology | 0.24 | 0.60 |
Financial Services | 0.11 | 2.29 |
Consumer Cyclical | 0.08 | 1.77 |
Healthcare | 0.08 | 1.05 |
Communication Services | 0.07 | 0.91 |
Industrials | 0.06 | 1.19 |
Consumer Defensive | 0.04 | 0.03 |
Utilities | 0.02 | 0.02 |
Energy | 0.02 | 0.03 |
Basic Materials | 0.01 | 0.30 |
Number of long holdings: 144
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA International Real Estate Sec I | - | 23.57 | - | - | |
Prologis | US74340W1036 | 6.54 | 105.28 | +0.74% | |
American Tower | US03027X1000 | 5.17 | 223.07 | -0.33% | |
Welltower | US95040Q1040 | 4.99 | 151.42 | +0.61% | |
Equinix | US29444U7000 | 4.69 | 876.67 | +0.15% | |
Simon Property | US8288061091 | 3.15 | 162.57 | +1.50% | |
Digital | US2538681030 | 2.91 | 167.57 | +0.56% | |
Realty Income | US7561091049 | 2.67 | 56.78 | -0.02% | |
Public Storage | US74460D1090 | 2.47 | 300.37 | +0.80% | |
Crown Castle | US22822V1017 | 2.10 | 106.40 | -0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.91B | -4.16 | 8.28 | 11.24 | ||
DFA International Core Equity I | 33.14B | 7.11 | 6.01 | 6.08 | ||
DFA US Core Equity 2 I | 30.93B | -4.23 | 7.97 | 10.66 | ||
DFA Emerging Markets Core Equity I | 27.85B | 1.09 | 2.85 | 4.75 | ||
DFA US Large Cap Value I | 22.64B | 2.29 | 6.72 | 8.86 |
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