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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 99.730 | 99.730 | 0.000 |
| Other | 0.300 | 0.300 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.053 | 18.693 |
| Price to Book | 2.518 | 3.094 |
| Price to Sales | 1.590 | 2.319 |
| Price to Cash Flow | 9.971 | 12.270 |
| Dividend Yield | 2.053 | 2.006 |
| 5 Years Earnings Growth | 9.620 | 9.729 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 20.400 | 24.648 |
| Financial Services | 16.390 | 16.819 |
| Industrials | 13.720 | 12.151 |
| Consumer Cyclical | 11.840 | 10.353 |
| Healthcare | 9.280 | 12.013 |
| Communication Services | 7.410 | 8.301 |
| Consumer Defensive | 6.070 | 7.077 |
| Energy | 5.000 | 3.285 |
| Basic Materials | 4.690 | 3.995 |
| Real Estate | 2.680 | 2.767 |
| Utilities | 2.520 | 2.495 |
Number of long holdings: 7,863
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 3.68 | 186.26 | +2.25% | |
| Apple | US0378331005 | 2.86 | 262.82 | +1.25% | |
| Microsoft | US5949181045 | 2.76 | 523.61 | +0.59% | |
| Amazon.com | US0231351067 | 2.72 | 224.21 | +1.41% | |
| Meta Platforms | US30303M1027 | 1.28 | 738.36 | +0.59% | |
| Alphabet A | US02079K3059 | 0.90 | 259.92 | +2.70% | |
| Alphabet C | US02079K1079 | 0.76 | 260.51 | +2.67% | |
| JPMorgan | US46625H1005 | 0.65 | 300.44 | +2.00% | |
| Berkshire Hathaway B | US0846707026 | 0.63 | 492.10 | +0.40% | |
| Broadcom | US11135F1012 | 0.60 | 354.13 | +2.86% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Dimensional Global Core Equity FuGA | 9.54B | 8.18 | 13.65 | 12.53 | ||
| Dimensional World Allocation 60 40A | 4.51B | 6.90 | 9.61 | 7.49 | ||
| Dimensional World Allocation 60 40D | 4.51B | 6.85 | 9.60 | 7.49 | ||
| Global Sustainability Core EquityGA | 5.85B | 4.40 | 11.37 | 12.46 | ||
| Global Sustainability Core EquityGD | 5.85B | 4.39 | 11.37 | 12.46 |
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