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Dfa Va Global Moderate Allocation Portfolio Institutional Class (0P0000XY87)

US Funds

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17.450 -0.090 -0.51%

15/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 251.21M

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0P0000XY87 Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA VA Global Moderate Allocation Portfolio Instit (0P0000XY87) fund. Our DFA VA Global Moderate Allocation Portfolio Instit portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	23.130	23.130
Shares	64.400	64.400
Bonds	12.460	12.460
Other	0.010	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.534	16.782
Price to Book	2.186	2.640
Price to Sales	1.405	1.937
Price to Cash Flow	9.145	10.486
Dividend Yield	2.298	2.594
5 Years Earnings Growth	10.261	9.663

Sector Allocation

Name	Net %	Category Average
Technology	20.770	18.869
Financial Services	18.310	18.020
Industrials	13.130	11.670
Consumer Cyclical	10.220	9.779
Healthcare	8.920	10.708
Communication Services	7.070	7.149
Consumer Defensive	6.350	7.199
Energy	5.340	4.898
Basic Materials	4.690	4.023
Real Estate	2.840	5.100
Utilities	2.370	3.601

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 14

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
DFA US Core Equity 2 I	-	32.47	-	-
Dimensional VA Global Bond	-	12.42	-	-
DFA Selectively Hedged Global F/I I	-	12.42	-	-
DFA US Core Equity 1 I	-	11.56	-	-
DFA International Core Equity 2 I	-	11.10	-	-
DFA Emerging Markets Core Equity 2 I	-	5.11	-	-
DFA Two-Year Global Fixed-Income I	-	5.01	-	-
Dimensional VA Short-Term Fixed Port	-	5.01	-	-
Dimensional VA US Large Value	-	2.26	-	-
Dimensional VA International Value Port	-	1.26	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.09B	5.09	17.90	12.26
DFA International Core Equity I	35.19B	21.59	16.10	7.16
DFA US Core Equity 2 I	34.29B	4.78	17.34	11.64
DFA Emerging Markets Core Equity I	30.63B	13.94	11.61	5.97
DFA US Large Cap Value I	23.88B	4.59	12.25	8.95

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