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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.430 | 0.430 | 0.000 |
Shares | 99.500 | 99.500 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.669 | 18.647 |
Price to Book | 2.332 | 3.060 |
Price to Sales | 1.461 | 2.274 |
Price to Cash Flow | 9.580 | 12.145 |
Dividend Yield | 2.240 | 2.050 |
5 Years Earnings Growth | 9.072 | 9.680 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.260 | 24.378 |
Financial Services | 16.670 | 16.889 |
Industrials | 13.960 | 12.126 |
Consumer Cyclical | 11.690 | 10.393 |
Healthcare | 9.640 | 12.122 |
Communication Services | 7.180 | 8.170 |
Consumer Defensive | 6.690 | 7.317 |
Energy | 5.050 | 3.338 |
Basic Materials | 4.570 | 3.940 |
Real Estate | 2.730 | 2.760 |
Utilities | 2.560 | 2.539 |
Number of long holdings: 7,890
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.19 | 182.70 | +1.07% | |
Microsoft | US5949181045 | 2.62 | 522.04 | +0.23% | |
Apple | US0378331005 | 2.59 | 229.35 | +4.24% | |
Amazon.com | US0231351067 | 2.58 | 222.69 | -0.20% | |
Meta Platforms | US30303M1027 | 1.25 | 769.30 | +0.98% | |
Alphabet A | US02079K3059 | 0.78 | 201.42 | +2.49% | |
Berkshire Hathaway B | US0846707026 | 0.68 | 465.40 | +0.85% | |
Alphabet C | US02079K1079 | 0.66 | 202.09 | +2.44% | |
Visa A | US92826C8394 | 0.66 | 336.78 | +1.41% | |
JPMorgan | US46625H1005 | 0.61 | 288.76 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 9.1B | -0.68 | 11.16 | 10.96 | ||
Dimensional World Allocation 60 40A | 4.16B | 1.05 | 7.48 | 6.47 | ||
Dimensional World Allocation 60 40D | 4.16B | 1.01 | 7.48 | 6.46 | ||
Global Sustainability Core EquityGA | 5.58B | -3.66 | 9.19 | 10.70 | ||
Global Sustainability Core EquityGD | 5.58B | -3.66 | 9.20 | 10.71 |
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