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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.74 | 0.74 | 0.00 |
Shares | 24.01 | 24.01 | 0.00 |
Bonds | 75.26 | 75.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.60 | 17.17 |
Price to Book | 2.67 | 2.59 |
Price to Sales | 1.77 | 1.90 |
Price to Cash Flow | 11.04 | 10.84 |
Dividend Yield | 2.01 | 2.18 |
5 Years Earnings Growth | 10.79 | 10.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.70 | 21.86 |
Financial Services | 16.45 | 16.21 |
Consumer Cyclical | 11.60 | 10.50 |
Industrials | 11.22 | 11.07 |
Healthcare | 9.36 | 11.37 |
Communication Services | 8.32 | 7.18 |
Consumer Defensive | 5.93 | 6.03 |
Energy | 4.53 | 4.39 |
Basic Materials | 3.91 | 3.89 |
Utilities | 2.58 | 2.90 |
Real Estate | 1.39 | 4.61 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Inflation-Protected Securities I | - | 56.40 | - | - | |
DFA LTIP Institutional | - | 19.39 | - | - | |
DFA US Core Equity 1 I | - | 8.79 | - | - | |
DFA US Large Company I | - | 8.79 | - | - | |
DFA Large Cap International I | - | 3.08 | - | - | |
DFA Emerging Markets Core Equity I | - | 1.97 | - | - | |
DFA International Core Equity I | - | 1.54 | - | - | |
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 | 11.85B | 2.72 | 1.28 | 1.84 | ||
DFA Five-Year Global Fixed-Income I | 9.29B | 1.10 | 3.05 | 1.43 | ||
DFA Intermediate Govt Fixed-Income | 5.9B | 3.25 | 0.08 | 1.06 | ||
DFA Short-Term Extended Quality I | 5.61B | 1.21 | 3.42 | 1.81 | ||
DFA Inflation-Protected Securities | 5.06B | 4.39 | 0.07 | 2.54 |
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