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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.43 | 0.43 | 0.00 |
Shares | 24.70 | 24.70 | 0.00 |
Bonds | 74.87 | 74.87 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.72 | 17.85 |
Price to Book | 2.61 | 2.64 |
Price to Sales | 1.75 | 1.94 |
Price to Cash Flow | 10.73 | 11.01 |
Dividend Yield | 2.11 | 2.18 |
5 Years Earnings Growth | 9.49 | 10.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.58 | 22.03 |
Financial Services | 17.05 | 16.41 |
Industrials | 11.69 | 11.35 |
Consumer Cyclical | 10.91 | 10.31 |
Healthcare | 8.84 | 10.98 |
Communication Services | 8.25 | 7.34 |
Consumer Defensive | 6.33 | 6.11 |
Energy | 4.27 | 4.28 |
Basic Materials | 3.95 | 3.83 |
Utilities | 2.72 | 2.82 |
Real Estate | 1.41 | 4.55 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Inflation-Protected Securities I | - | 56.68 | - | - | |
DFA LTIP Institutional | - | 18.43 | - | - | |
DFA US Large Company I | - | 8.85 | - | - | |
DFA US Core Equity 1 I | - | 8.85 | - | - | |
DFA Large Cap International I | - | 3.35 | - | - | |
DFA Emerging Markets Core Equity 2 I | - | 2.16 | - | - | |
DFA International Core Equity 2 I | - | 1.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 12.25B | 4.09 | 2.48 | 2.07 | ||
DFA Five-Year Global Fixed-Income I | 9.45B | 2.58 | 3.76 | 1.59 | ||
DFA Intermediate Govt Fixed-Income | 5.92B | 4.04 | 0.74 | 1.17 | ||
DFA Short-Term Extended Quality I | 5.7B | 3.05 | 4.18 | 1.99 | ||
DFA Inflation-Protected Securities | 5.16B | 5.07 | 0.86 | 2.67 |
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