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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 1.03 | 0.12 |
Shares | 99.09 | 99.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.38 | 11.52 |
Price to Book | 0.99 | 1.37 |
Price to Sales | 0.84 | 0.93 |
Price to Cash Flow | 5.34 | 5.86 |
Dividend Yield | 2.83 | 3.90 |
5 Years Earnings Growth | 14.20 | 9.57 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.94 | 20.17 |
Consumer Cyclical | 15.45 | 11.82 |
Basic Materials | 13.27 | 7.75 |
Industrials | 11.28 | 14.12 |
Energy | 10.84 | 7.40 |
Healthcare | 5.85 | 10.63 |
Consumer Defensive | 5.43 | 9.38 |
Communication Services | 4.97 | 6.14 |
Real Estate | 2.29 | 1.81 |
Utilities | 1.37 | 3.41 |
Technology | 1.32 | 8.56 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Toyota Motor | JP3633400001 | 2.75 | 3,581.0 | -0.67% | |
Royal Dutch Shell PLC ADR Class B | - | 2.65 | - | - | |
TotalEnergies SE | FR0000120271 | 2.04 | 66.85 | -2.54% | |
Mercedes Benz Group | DE0007100000 | 1.72 | 70.910 | -0.04% | |
BP PLC ADR | - | 1.29 | - | - | |
Bank of Montreal | - | 1.22 | - | - | |
Zurich Insurance Group | CH0011075394 | 1.16 | 440.70 | -0.79% | |
Allianz | DE0008404005 | 1.14 | 267.40 | +0.30% | |
Westpac Banking | AU000000WBC1 | 1.14 | 26.030 | +0.93% | |
Canadian Imperial Bank of Commerce | - | 1.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.46B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 31.74B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.02B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.91B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 23.74B | 11.19 | 9.24 | 9.31 |
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