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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 | 18.184 |
Price to Book | 2.234 | 3.002 |
Price to Sales | 1.399 | 2.233 |
Price to Cash Flow | 9.115 | 11.946 |
Dividend Yield | 2.320 | 2.068 |
5 Years Earnings Growth | 9.712 | 9.864 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.820 | 23.756 |
Financial Services | 16.640 | 16.977 |
Industrials | 13.700 | 11.969 |
Consumer Cyclical | 11.540 | 10.474 |
Healthcare | 10.100 | 12.614 |
Consumer Defensive | 6.950 | 7.508 |
Communication Services | 6.920 | 8.010 |
Energy | 5.150 | 3.367 |
Basic Materials | 4.750 | 3.970 |
Real Estate | 2.840 | 2.777 |
Utilities | 2.600 | 2.545 |
Number of long holdings: 7,906
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.93 | 201.08 | +0.04% | |
NVIDIA | US67066G1040 | 2.75 | 157.75 | +1.76% | |
Amazon.com | US0231351067 | 2.49 | 223.30 | +2.85% | |
Microsoft | US5949181045 | 2.41 | 495.94 | -0.30% | |
Meta Platforms | US30303M1027 | 1.14 | 733.63 | +1.04% | |
Alphabet A | US02079K3059 | 0.77 | 178.53 | +2.88% | |
Berkshire Hathaway B | US0846707026 | 0.77 | 485.68 | +0.13% | |
Visa A | US92826C8394 | 0.67 | 348.61 | +0.75% | |
Eli Lilly | US5324571083 | 0.67 | 775.45 | -2.47% | |
Alphabet C | US02079K1079 | 0.66 | 178.27 | +2.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 8.92B | 4.47 | 10.46 | 8.78 | ||
Global Sustainability Core EquityUA | 98.95M | 3.68 | 11.66 | 9.31 | ||
Global Sustainability Core Equity F | 4.82M | 3.68 | 11.66 | 9.31 | ||
Dimensional Pacific Basin Small CUA | 153.26M | 10.32 | 7.08 | 4.96 | ||
Dimensional Pacific Basin Small Com | 153.26M | 10.30 | 7.08 | 4.96 |
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