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

US Funds

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17.980 -0.050 -0.28%

29/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 258.5M

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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 %	Short %
Cash	21.890	21.930	0.040
Shares	65.080	65.080	0.000
Bonds	13.030	13.030	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.082	17.580
Price to Book	2.345	2.717
Price to Sales	1.512	1.983
Price to Cash Flow	9.927	10.849
Dividend Yield	2.189	2.501
5 Years Earnings Growth	9.600	9.371

Sector Allocation

Name	Net %	Category Average
Technology	21.840	20.088
Financial Services	18.130	17.911
Industrials	13.370	11.968
Consumer Cyclical	10.120	9.693
Healthcare	7.920	9.881
Communication Services	7.910	7.369
Consumer Defensive	5.820	6.802
Energy	5.270	4.807
Basic Materials	4.560	3.977
Real Estate	2.720	5.118
Utilities	2.340	3.521

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	-	32.74	-	-
DFA Selectively Hedged Global F/I I	-	12.30	-	-
Dimensional VA Global Bond	-	12.28	-	-
DFA US Core Equity 1 I	-	11.74	-	-
DFA International Core Equity 2 I	-	10.99	-	-
DFA Emerging Markets Core Equity 2 I	-	5.35	-	-
Dimensional VA Short-Term Fixed Port	-	4.90	-	-
DFA Two-Year Global Fixed-Income I	-	4.90	-	-
Dimensional VA US Large Value	-	2.25	-	-
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	36.97B	7.24	15.30	12.41
DFA International Core Equity I	36.39B	20.01	13.74	7.01
DFA US Core Equity 2 I	35.15B	7.10	14.86	11.91
DFA Emerging Markets Core Equity I	31.19B	15.37	11.94	6.84
DFA US Large Cap Value I	24.38B	5.41	10.28	9.06

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