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

US Funds

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16.770 +0.010 +0.06%

11/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 239.57M

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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	20.470	20.470
Shares	64.760	64.760
Bonds	14.770	14.770
Other	0.010	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.409	15.935
Price to Book	2.353	2.401
Price to Sales	1.514	1.818
Price to Cash Flow	10.404	10.220
Dividend Yield	2.092	2.832
5 Years Earnings Growth	10.372	10.443

Sector Allocation

Name	Net %	Category Average
Technology	21.620	19.102
Financial Services	17.300	15.763
Industrials	13.570	10.910
Consumer Cyclical	10.560	8.541
Healthcare	8.800	10.901
Communication Services	6.630	6.804
Consumer Defensive	5.840	7.447
Energy	5.770	6.519
Basic Materials	4.740	4.271
Real Estate	2.900	7.018
Utilities	2.270	5.311

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
DFA US Core Equity 2 I	-	33.39	-	-
DFA Selectively Hedged Global F/I I	-	12.40	-	-
Dimensional VA Global Bond	-	12.40	-	-
DFA US Core Equity 1 I	-	11.95	-	-
DFA International Core Equity I	-	10.08	-	-
DFA Emerging Markets Core Equity I	-	4.93	-	-
DFA Two-Year Global Fixed-Income I	-	4.93	-	-
Dimensional VA Short-Term Fixed Port	-	4.92	-	-
Dimensional VA US Large Value	-	2.41	-	-
Dimensional VA International Value Port	-	1.15	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.19B	3.10	11.29	12.66
DFA US Core Equity 2 I	33.98B	3.01	10.98	12.12
DFA International Core Equity I	31.17B	3.63	4.11	6.20
DFA Emerging Markets Core Equity I	27.26B	0.43	1.47	4.80
DFA US Large Cap Value I	24.61B	4.59	8.00	9.64

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA VA Global Mod.	16.770	+0.010	+0.06%