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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.630 | 0.660 | 0.030 |
Shares | 99.470 | 99.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.996 | 18.312 |
Price to Book | 2.345 | 3.093 |
Price to Sales | 1.467 | 2.255 |
Price to Cash Flow | 9.972 | 12.481 |
Dividend Yield | 2.162 | 2.009 |
5 Years Earnings Growth | 9.768 | 10.623 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.010 | 23.997 |
Financial Services | 15.930 | 16.392 |
Industrials | 13.430 | 11.446 |
Consumer Cyclical | 11.280 | 10.765 |
Healthcare | 9.830 | 13.074 |
Communication Services | 6.840 | 7.996 |
Consumer Defensive | 6.430 | 7.546 |
Energy | 5.490 | 3.477 |
Basic Materials | 4.530 | 3.920 |
Real Estate | 2.770 | 2.724 |
Utilities | 2.460 | 2.539 |
Number of long holdings: 7,889
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.44 | 213.49 | +1.82% | |
NVIDIA | US67066G1040 | 3.35 | 121.67 | +5.27% | |
Microsoft | US5949181045 | 2.62 | 388.56 | +2.58% | |
Amazon.com | US0231351067 | 1.96 | 197.95 | +2.09% | |
Meta Platforms | US30303M1027 | 1.27 | 607.60 | +2.87% | |
Alphabet A | US02079K3059 | 0.91 | 165.49 | +1.68% | |
Alphabet C | US02079K1079 | 0.78 | 167.62 | +1.75% | |
Berkshire Hathaway B | US0846707026 | 0.66 | 514.60 | +2.05% | |
J&J | US4781601046 | 0.64 | 162.81 | -0.11% | |
Visa A | US92826C8394 | 0.63 | 331.80 | +0.99% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 7.64B | 2.91 | 8.30 | 8.76 | ||
Global Sustainability Core EquityUA | 90.41M | 3.65 | 8.24 | 10.10 | ||
Global Sustainability Core Equity F | 4.56M | 3.64 | 8.24 | 10.09 | ||
Dimensional Pacific Basin Small Com | 138.34M | 1.38 | 1.67 | 5.05 | ||
Dimensional Pacific Basin Small CUA | 138.34M | 1.04 | -0.94 | 5.01 |
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