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DFA VA Global Moderate Allocation Portfolio Institutional Class (0P0000XY87)

US Funds

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18.400 +0.070 +0.38%

05/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 267.38M

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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	17.060	27.380	10.320
Shares	64.520	64.520	0.000
Bonds	18.410	18.410	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.823	17.317
Price to Book	2.444	2.658
Price to Sales	1.606	2.013
Price to Cash Flow	10.109	11.266
Dividend Yield	2.069	2.475
5 Years Earnings Growth	9.765	9.135

Sector Allocation

Name	Net %	Category Average
Technology	22.380	20.587
Financial Services	17.890	17.735
Industrials	13.470	11.927
Consumer Cyclical	10.130	9.677
Communication Services	7.960	7.436
Healthcare	7.680	9.873
Consumer Defensive	5.530	6.546
Energy	5.330	4.703
Basic Materials	4.480	4.113
Real Estate	2.710	4.820
Utilities	2.420	3.670

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
DFA US Core Equity 2 I	-	32.67	-	-
DFA Selectively Hedged Global F/I I	-	12.47	-	-
Dimensional VA Global Bond	-	12.47	-	-
DFA US Core Equity 1 I	-	11.69	-	-
DFA International Core Equity 2 I	-	10.67	-	-
DFA Emerging Markets Core Equity 2 I	-	5.32	-	-
DFA Two-Year Global Fixed-Income I	-	4.96	-	-
Dimensional VA Short-Term Fixed Port	-	4.96	-	-
Dimensional VA US Large Value	-	2.34	-	-
Dimensional VA International Value Port	-	1.22	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	37.8B	14.48	19.43	13.37
DFA International Core Equity I	36.58B	29.54	20.66	8.34
DFA US Core Equity 2 I	35.63B	14.15	18.72	12.89
DFA Emerging Markets Core Equity I	33.16B	27.45	20.93	8.52
DFA US Large Cap Value I	23.98B	11.34	12.22	9.85

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