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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.610 | 0.610 | 0.000 |
Shares | 99.560 | 99.560 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.341 | 18.758 |
Price to Book | 2.414 | 3.074 |
Price to Sales | 1.518 | 2.290 |
Price to Cash Flow | 9.870 | 12.204 |
Dividend Yield | 2.185 | 2.034 |
5 Years Earnings Growth | 9.041 | 9.715 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.270 | 24.567 |
Financial Services | 16.420 | 16.878 |
Industrials | 13.900 | 12.149 |
Consumer Cyclical | 11.570 | 10.303 |
Healthcare | 9.370 | 12.037 |
Communication Services | 7.500 | 8.153 |
Consumer Defensive | 6.260 | 7.262 |
Energy | 4.990 | 3.329 |
Basic Materials | 4.470 | 3.923 |
Real Estate | 2.700 | 2.763 |
Utilities | 2.550 | 2.533 |
Number of long holdings: 7,869
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.47 | 180.17 | -0.79% | |
Microsoft | US5949181045 | 2.81 | 509.64 | +0.57% | |
Amazon.com | US0231351067 | 2.71 | 231.60 | +1.08% | |
Apple | US0378331005 | 2.62 | 232.56 | +0.90% | |
Meta Platforms | US30303M1027 | 1.33 | 751.11 | +0.50% | |
Alphabet A | US02079K3059 | 0.77 | 211.64 | +2.01% | |
Alphabet C | US02079K1079 | 0.66 | 212.37 | +2.00% | |
JPMorgan | US46625H1005 | 0.65 | 301.07 | +0.60% | |
Berkshire Hathaway B | US0846707026 | 0.64 | 499.86 | +0.84% | |
Visa A | US92826C8394 | 0.60 | 349.86 | -0.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunD | 9.34B | -0.35 | 9.09 | 9.08 | ||
Global Sustainability Core Equity A | 5.71B | -5.41 | 9.59 | 8.95 | ||
Global Sustainability Core Equity D | 5.71B | -5.42 | 9.59 | 8.95 | ||
Dimensional Pacific Basin Small CEA | 168.63M | 1.18 | 7.35 | 4.90 |
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