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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.06 | 1.06 | 0.00 |
Shares | 98.88 | 98.88 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.75 | 10.42 |
Price to Book | 1.12 | 1.08 |
Price to Sales | 0.68 | 0.66 |
Price to Cash Flow | 5.35 | 4.87 |
Dividend Yield | 4.06 | 4.49 |
5 Years Earnings Growth | 9.56 | 12.25 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.37 | 24.64 |
Financial Services | 20.14 | 14.64 |
Consumer Cyclical | 12.88 | 14.10 |
Basic Materials | 11.65 | 11.52 |
Energy | 7.60 | 7.30 |
Technology | 7.46 | 7.70 |
Healthcare | 5.92 | 6.18 |
Consumer Defensive | 5.61 | 6.63 |
Communication Services | 4.35 | 4.35 |
Real Estate | 2.26 | 4.20 |
Utilities | 1.75 | 2.36 |
Number of long holdings: 4,695
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.81 | - | - | |
TotalEnergies SE | FR0000120271 | 0.75 | 68.59 | -0.95% | |
Shell ADR | US7802593050 | 0.74 | 71.68 | -1.97% | |
Orange | FR0000133308 | 0.43 | 10.43 | -0.48% | |
Bayer | DE000BAY0017 | 0.37 | 27.35 | -0.87% | |
HSBC ADR | US4042804066 | 0.37 | 43.60 | +3.38% | |
Mitsubishi UFJ Financial | JP3902900004 | 0.34 | 1,562.5 | -1.01% | |
Nestle | CH0038863350 | 0.34 | 92.20 | +0.13% | |
Novo Nordisk B | DK0062498333 | 0.33 | 886.9 | -1.74% | |
Saint Gobain | FR0000125007 | 0.32 | 74.66 | -0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.05B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.27B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.35B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.95B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.18B | 11.19 | 9.24 | 9.31 |
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