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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.240 | 0.350 | 0.110 |
Shares | 99.680 | 99.680 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.788 | 18.088 |
Price to Book | 2.234 | 2.993 |
Price to Sales | 1.399 | 2.222 |
Price to Cash Flow | 9.115 | 11.929 |
Dividend Yield | 2.320 | 2.069 |
5 Years Earnings Growth | 9.712 | 9.954 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.820 | 23.663 |
Financial Services | 16.640 | 16.954 |
Industrials | 13.700 | 11.894 |
Consumer Cyclical | 11.540 | 10.476 |
Healthcare | 10.100 | 12.759 |
Consumer Defensive | 6.950 | 7.504 |
Communication Services | 6.920 | 7.975 |
Energy | 5.150 | 3.433 |
Basic Materials | 4.750 | 3.988 |
Real Estate | 2.840 | 2.765 |
Utilities | 2.600 | 2.567 |
Number of long holdings: 7,906
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.93 | 201.50 | +0.25% | |
NVIDIA | US67066G1040 | 2.75 | 144.17 | +0.22% | |
Amazon.com | US0231351067 | 2.49 | 208.47 | -0.58% | |
Microsoft | US5949181045 | 2.41 | 486.00 | +1.80% | |
Meta Platforms | US30303M1027 | 1.14 | 698.57 | +2.38% | |
Alphabet A | US02079K3059 | 0.77 | 165.15 | -0.89% | |
Berkshire Hathaway B | US0846707026 | 0.77 | 487.77 | +0.60% | |
Visa A | US92826C8394 | 0.67 | 343.75 | +1.53% | |
Eli Lilly | US5324571083 | 0.67 | 770.64 | +1.04% | |
Alphabet C | US02079K1079 | 0.66 | 166.01 | -1.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunD | 8.65B | -4.71 | 8.41 | 8.42 | ||
Global Sustainability Core Equity D | 299.21M | -5.42 | 9.59 | 8.95 | ||
Global Sustainability Core Equity A | 688.97M | -5.41 | 9.59 | 8.95 | ||
Dimensional Pacific Basin Small CEA | 125.45M | -1.65 | 2.85 | 4.61 |
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