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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.47 | 1.48 | 0.01 |
Shares | 98.13 | 98.13 | 0.00 |
Other | 0.48 | 0.55 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.01 | 25.02 |
Price to Book | 1.66 | 1.48 |
Price to Sales | 6.52 | 5.64 |
Price to Cash Flow | 14.76 | 15.23 |
Dividend Yield | 4.55 | 3.77 |
5 Years Earnings Growth | 5.14 | 6.57 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 99.19 | 97.93 |
Technology | 0.26 | 0.62 |
Financial Services | 0.12 | 2.24 |
Consumer Cyclical | 0.09 | 1.81 |
Healthcare | 0.09 | 1.06 |
Communication Services | 0.08 | 0.89 |
Industrials | 0.06 | 1.16 |
Consumer Defensive | 0.05 | 0.03 |
Energy | 0.03 | 0.04 |
Utilities | 0.02 | 0.02 |
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 | - | 24.69 | - | - | |
Prologis | US74340W1036 | 5.70 | 108.60 | -0.58% | |
American Tower | US03027X1000 | 5.67 | 214.65 | +0.44% | |
Welltower | US95040Q1040 | 5.19 | 154.28 | +0.79% | |
Equinix | US29444U7000 | 4.38 | 888.82 | +0.16% | |
Simon Property | US8288061091 | 2.93 | 163.07 | -0.10% | |
Realty Income | US7561091049 | 2.82 | 56.62 | +0.46% | |
Digital | US2538681030 | 2.77 | 171.52 | -0.43% | |
Public Storage | US74460D1090 | 2.53 | 308.41 | +0.78% | |
Crown Castle | US22822V1017 | 2.43 | 100.35 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 34.38B | 11.59 | 9.74 | 6.01 | ||
DFA US Core Equity 1 I | 34.27B | -5.64 | 10.68 | 11.03 | ||
DFA US Core Equity 2 I | 32.38B | -6.03 | 10.11 | 10.43 | ||
DFA Emerging Markets Core Equity I | 28.56B | 1.73 | 5.09 | 4.12 | ||
DFA US Large Cap Value I | 23.14B | -2.51 | 7.13 | 8.12 |
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