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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 | 17.901 |
Price to Book | 2.234 | 2.969 |
Price to Sales | 1.399 | 2.199 |
Price to Cash Flow | 9.115 | 11.852 |
Dividend Yield | 2.320 | 2.077 |
5 Years Earnings Growth | 9.712 | 10.075 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.820 | 23.529 |
Financial Services | 16.640 | 16.945 |
Industrials | 13.700 | 11.820 |
Consumer Cyclical | 11.540 | 10.485 |
Healthcare | 10.100 | 12.932 |
Consumer Defensive | 6.950 | 7.530 |
Communication Services | 6.920 | 7.932 |
Energy | 5.150 | 3.478 |
Basic Materials | 4.750 | 3.984 |
Real Estate | 2.840 | 2.760 |
Utilities | 2.600 | 2.583 |
Number of long holdings: 7,906
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.93 | 203.92 | +1.64% | |
NVIDIA | US67066G1040 | 2.75 | 141.72 | +1.24% | |
Amazon.com | US0231351067 | 2.49 | 213.57 | +2.72% | |
Microsoft | US5949181045 | 2.41 | 470.38 | +0.58% | |
Meta Platforms | US30303M1027 | 1.14 | 697.71 | +1.91% | |
Alphabet A | US02079K3059 | 0.77 | 173.68 | +3.25% | |
Berkshire Hathaway B | US0846707026 | 0.77 | 493.53 | +0.98% | |
Visa A | US92826C8394 | 0.67 | 370.22 | +0.94% | |
Eli Lilly | US5324571083 | 0.67 | 769.88 | +0.55% | |
Alphabet C | US02079K1079 | 0.66 | 174.92 | +3.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 8.5B | 4.47 | 10.46 | 8.78 | ||
Global Sustainability Core EquityUA | 97.54M | -1.77 | 9.72 | 8.78 | ||
Global Sustainability Core Equity F | 4.72M | -1.78 | 9.70 | 8.78 | ||
Dimensional Pacific Basin Small Com | 147.53M | 10.30 | 7.08 | 4.96 | ||
Dimensional Pacific Basin Small CUA | 147.53M | 2.26 | 2.06 | 4.66 |
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