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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.310 | 0.330 | 0.020 |
Shares | 99.630 | 99.630 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.519 | 18.107 |
Price to Book | 2.389 | 3.018 |
Price to Sales | 1.490 | 2.223 |
Price to Cash Flow | 9.893 | 12.107 |
Dividend Yield | 2.171 | 2.045 |
5 Years Earnings Growth | 10.683 | 10.414 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.920 | 23.557 |
Financial Services | 16.540 | 16.893 |
Industrials | 13.480 | 11.625 |
Consumer Cyclical | 10.950 | 10.567 |
Healthcare | 10.100 | 13.093 |
Communication Services | 6.950 | 7.900 |
Consumer Defensive | 6.670 | 7.484 |
Energy | 5.470 | 3.529 |
Basic Materials | 4.630 | 3.981 |
Real Estate | 2.800 | 2.761 |
Utilities | 2.490 | 2.552 |
Number of long holdings: 7,935
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.26 | 211.21 | +0.51% | |
NVIDIA | US67066G1040 | 3.17 | 109.02 | +0.27% | |
Microsoft | US5949181045 | 2.38 | 394.04 | +0.74% | |
Amazon.com | US0231351067 | 1.81 | 187.39 | -0.17% | |
Meta Platforms | US30303M1027 | 1.39 | 554.44 | +0.85% | |
Alphabet A | US02079K3059 | 0.80 | 160.16 | -0.28% | |
Berkshire Hathaway B | US0846707026 | 0.72 | 534.57 | +0.68% | |
Visa A | US92826C8394 | 0.71 | 341.52 | +1.19% | |
J&J | US4781601046 | 0.69 | 155.91 | +0.36% | |
Alphabet C | US02079K1079 | 0.69 | 162.06 | -0.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 7.81B | -3.98 | 6.90 | 10.00 | ||
Dimensional World Allocation 60 40A | 3.64B | -1.78 | 4.56 | 5.86 | ||
Dimensional World Allocation 60 40D | 3.64B | -1.84 | 4.55 | 5.87 | ||
Global Sustainability Core EquityGA | 1.61B | -5.09 | 7.39 | 10.50 | ||
Global Sustainability Core EquityGD | 907.43M | -5.09 | 7.39 | 10.50 |
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