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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.660 | 0.710 | 0.050 |
Shares | 99.410 | 99.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.782 | 17.915 |
Price to Book | 2.277 | 2.972 |
Price to Sales | 1.429 | 2.201 |
Price to Cash Flow | 9.324 | 11.880 |
Dividend Yield | 2.275 | 2.072 |
5 Years Earnings Growth | 10.071 | 10.147 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.890 | 23.476 |
Financial Services | 16.640 | 16.982 |
Industrials | 13.430 | 11.807 |
Consumer Cyclical | 11.270 | 10.506 |
Healthcare | 10.120 | 12.962 |
Consumer Defensive | 6.840 | 7.522 |
Communication Services | 6.810 | 7.910 |
Energy | 5.860 | 3.499 |
Basic Materials | 4.720 | 3.972 |
Real Estate | 2.820 | 2.758 |
Utilities | 2.600 | 2.561 |
Number of long holdings: 7,887
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.07 | 200.85 | +0.45% | |
NVIDIA | US67066G1040 | 2.79 | 135.13 | -2.92% | |
Amazon.com | US0231351067 | 2.37 | 205.01 | -0.34% | |
Microsoft | US5949181045 | 2.32 | 460.36 | +0.37% | |
Meta Platforms | US30303M1027 | 1.22 | 647.49 | +0.38% | |
Berkshire Hathaway B | US0846707026 | 0.77 | 503.96 | -0.44% | |
Alphabet A | US02079K3059 | 0.75 | 171.74 | -0.07% | |
J&J | US4781601046 | 0.70 | 155.21 | +1.06% | |
Visa A | US92826C8394 | 0.69 | 365.19 | +0.77% | |
Alphabet C | US02079K1079 | 0.64 | 172.85 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunA | 8.34B | -9.51 | 6.34 | 8.15 | ||
Global Sustainability Core Equity A | 689.55M | -10.17 | 7.13 | 8.69 | ||
Global Sustainability Core Equity D | 304.66M | -10.19 | 7.14 | 8.69 | ||
Dimensional Pacific Basin Small CEA | 146.05M | -1.65 | 2.85 | 4.61 |
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