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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.32 | 0.32 | 0.00 |
Shares | 23.84 | 23.84 | 0.00 |
Bonds | 75.84 | 75.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.75 | 16.99 |
Price to Book | 2.53 | 2.55 |
Price to Sales | 1.69 | 1.87 |
Price to Cash Flow | 10.39 | 10.63 |
Dividend Yield | 2.13 | 2.22 |
5 Years Earnings Growth | 10.31 | 10.71 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.67 | 21.28 |
Financial Services | 17.12 | 16.42 |
Industrials | 11.23 | 11.13 |
Consumer Cyclical | 10.71 | 10.37 |
Healthcare | 9.74 | 11.60 |
Communication Services | 7.95 | 7.08 |
Consumer Defensive | 6.38 | 6.20 |
Energy | 4.98 | 4.47 |
Basic Materials | 4.00 | 3.91 |
Utilities | 2.75 | 2.90 |
Real Estate | 1.47 | 4.63 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Inflation-Protected Securities I | - | 56.74 | - | - | |
DFA LTIP Institutional | - | 19.23 | - | - | |
DFA US Core Equity 1 I | - | 8.60 | - | - | |
DFA US Large Company I | - | 8.58 | - | - | |
DFA Large Cap International I | - | 3.17 | - | - | |
DFA Emerging Markets Core Equity 2 I | - | 2.08 | - | - | |
DFA International Core Equity 2 I | - | 1.58 | - | - | |
DFA Short-Term Extended Quality I | - | 0.00 | - | - | |
DFA Two-Year Global Fixed-Income I | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.88B | 2.93 | 2.68 | 1.89 | ||
DFA Five-Year Global Fixed-Income I | 9.34B | 1.40 | 3.56 | 1.46 | ||
DFA Intermediate Govt Fixed-Income | 5.9B | 4.09 | 1.47 | 1.17 | ||
DFA Short-Term Extended Quality I | 5.57B | 1.57 | 3.95 | 1.83 | ||
DFA Inflation-Protected Securities | 5.05B | 4.57 | 0.95 | 2.48 |
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