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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 | 202.82 | -0.22% | |
NVIDIA | US67066G1040 | 2.79 | 141.92 | +0.50% | |
Amazon.com | US0231351067 | 2.37 | 207.23 | +0.74% | |
Microsoft | US5949181045 | 2.32 | 463.87 | +0.19% | |
Meta Platforms | US30303M1027 | 1.22 | 687.95 | +3.16% | |
Berkshire Hathaway B | US0846707026 | 0.77 | 491.00 | -1.37% | |
Alphabet A | US02079K3059 | 0.75 | 168.04 | +1.12% | |
J&J | US4781601046 | 0.70 | 153.22 | -0.78% | |
Visa A | US92826C8394 | 0.69 | 368.00 | +0.58% | |
Alphabet C | US02079K1079 | 0.64 | 169.41 | +1.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUD | 8.43B | -1.05 | 8.90 | 8.25 | ||
Global Sustainability Core EquityUA | 96.66M | -1.77 | 9.72 | 8.78 | ||
Global Sustainability Core Equity F | 4.68M | -1.78 | 9.70 | 8.78 | ||
Dimensional Pacific Basin Small Com | 146.92M | 5.38 | 5.32 | 4.51 | ||
Dimensional Pacific Basin Small CUA | 146.92M | 2.26 | 2.06 | 4.66 |
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