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

US Funds

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16.850 -0.010 -0.06%

30/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 241.96M

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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	24.280	24.280
Shares	63.490	63.490
Bonds	12.190	12.190
Convertible	0.040	0.040
Other	0.010	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.539	16.952
Price to Book	2.216	2.706
Price to Sales	1.423	1.966
Price to Cash Flow	9.330	10.717
Dividend Yield	2.250	2.578
5 Years Earnings Growth	10.447	9.941

Sector Allocation

Name	Net %	Category Average
Technology	20.630	18.790
Financial Services	18.300	17.777
Industrials	12.950	11.528
Consumer Cyclical	10.180	9.832
Healthcare	8.950	11.162
Communication Services	6.970	6.933
Consumer Defensive	6.170	7.109
Energy	6.030	5.101
Basic Materials	4.630	4.030
Real Estate	2.870	5.167
Utilities	2.320	3.512

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	-	32.24	-	-
DFA Selectively Hedged Global F/I I	-	12.74	-	-
Dimensional VA Global Bond	-	12.73	-	-
DFA US Core Equity 1 I	-	11.36	-	-
DFA International Core Equity 2 I	-	10.59	-	-
DFA Two-Year Global Fixed-Income I	-	5.16	-	-
Dimensional VA Short-Term Fixed Port	-	5.16	-	-
DFA Emerging Markets Core Equity 2 I	-	5.05	-	-
Dimensional VA US Large Value	-	2.38	-	-
Dimensional VA International Value Port	-	1.24	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA International Core Equity I	34.38B	11.59	9.74	6.01
DFA US Core Equity 1 I	34.27B	-5.64	10.68	11.03
DFA US Core Equity 2 I	32.38B	-6.03	10.11	10.43
DFA Emerging Markets Core Equity I	28.56B	1.73	5.09	4.12
DFA US Large Cap Value I	23.14B	-2.51	7.13	8.12

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