
Please try another search
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 | 18.816 |
Price to Book | 2.518 | 3.095 |
Price to Sales | 1.590 | 2.311 |
Price to Cash Flow | 9.971 | 12.257 |
Dividend Yield | 2.053 | 2.010 |
5 Years Earnings Growth | 9.620 | 9.783 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.400 | 24.615 |
Financial Services | 16.390 | 16.881 |
Industrials | 13.720 | 12.115 |
Consumer Cyclical | 11.840 | 10.351 |
Healthcare | 9.280 | 12.013 |
Communication Services | 7.410 | 8.276 |
Consumer Defensive | 6.070 | 7.115 |
Energy | 5.000 | 3.294 |
Basic Materials | 4.690 | 3.981 |
Real Estate | 2.680 | 2.782 |
Utilities | 2.520 | 2.490 |
Number of long holdings: 7,863
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.68 | 182.64 | -0.32% | |
Apple | US0378331005 | 2.86 | 262.24 | +3.94% | |
Microsoft | US5949181045 | 2.76 | 516.79 | +0.63% | |
Amazon.com | US0231351067 | 2.72 | 216.48 | +1.61% | |
Meta Platforms | US30303M1027 | 1.28 | 732.17 | +2.13% | |
Alphabet A | US02079K3059 | 0.90 | 256.55 | +1.28% | |
Alphabet C | US02079K1079 | 0.76 | 257.02 | +1.27% | |
JPMorgan | US46625H1005 | 0.65 | 302.36 | +1.61% | |
Berkshire Hathaway B | US0846707026 | 0.63 | 494.08 | +0.34% | |
Broadcom | US11135F1012 | 0.60 | 349.24 | -0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUD | 9.37B | 13.56 | 16.07 | 10.48 | ||
Global Sustainability Core EquityUA | 5.76B | 12.71 | 17.14 | 11.00 | ||
Global Sustainability Core Equity F | 5.76B | 12.70 | 17.13 | 11.00 | ||
Dimensional Pacific Basin Small Com | 174.1M | 23.88 | 13.28 | 7.18 | ||
Dimensional Pacific Basin Small CUA | 174.1M | 14.61 | 11.61 | 5.49 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review