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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.57 | 0.57 | 0.00 |
Shares | 24.71 | 24.71 | 0.00 |
Bonds | 74.72 | 74.72 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.76 | 17.12 |
Price to Book | 2.50 | 2.56 |
Price to Sales | 1.67 | 1.88 |
Price to Cash Flow | 10.21 | 10.69 |
Dividend Yield | 2.17 | 2.22 |
5 Years Earnings Growth | 10.03 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.81 | 21.29 |
Financial Services | 17.12 | 16.48 |
Industrials | 11.43 | 11.18 |
Consumer Cyclical | 10.69 | 10.36 |
Healthcare | 9.62 | 11.56 |
Communication Services | 8.07 | 7.08 |
Consumer Defensive | 6.55 | 6.25 |
Energy | 4.41 | 4.39 |
Basic Materials | 4.07 | 3.90 |
Utilities | 2.75 | 2.88 |
Real Estate | 1.48 | 4.62 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Inflation-Protected Securities I | - | 56.74 | - | - | |
DFA LTIP Institutional | - | 18.36 | - | - | |
DFA US Large Company I | - | 8.84 | - | - | |
DFA US Core Equity 1 I | - | 8.80 | - | - | |
DFA Large Cap International I | - | 3.40 | - | - | |
DFA Emerging Markets Core Equity 2 I | - | 2.17 | - | - | |
DFA International Core Equity 2 I | - | 1.70 | - | - | |
DFA Short-Term Extended Quality I | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 12.01B | 2.52 | 2.31 | 1.87 | ||
DFA Five-Year Global Fixed-Income I | 9.26B | 1.80 | 3.49 | 1.50 | ||
DFA Intermediate Govt Fixed-Income | 5.78B | 3.06 | 0.93 | 1.08 | ||
DFA Short-Term Extended Quality I | 5.64B | 2.13 | 3.94 | 1.89 | ||
DFA Inflation-Protected Securities | 5.07B | 3.92 | 1.07 | 2.51 |
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