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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.950 | 99.950 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.831 | 17.226 |
Price to Book | 2.257 | 2.849 |
Price to Sales | 1.437 | 1.987 |
Price to Cash Flow | 9.350 | 10.663 |
Dividend Yield | 2.263 | 2.263 |
5 Years Earnings Growth | 9.769 | 10.490 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.210 | 19.898 |
Financial Services | 16.560 | 16.451 |
Industrials | 13.610 | 10.645 |
Consumer Cyclical | 11.150 | 11.547 |
Healthcare | 10.100 | 12.802 |
Communication Services | 6.940 | 7.925 |
Consumer Defensive | 6.500 | 9.849 |
Energy | 5.060 | 5.749 |
Basic Materials | 4.220 | 5.552 |
Utilities | 2.900 | 2.557 |
Real Estate | 2.750 | 2.064 |
Number of long holdings: 6,567
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.70 | 211.18 | +0.55% | |
NVIDIA | US67066G1040 | 3.18 | 172.41 | -0.34% | |
Microsoft | US5949181045 | 2.87 | 510.05 | -0.32% | |
Amazon.com | US0231351067 | 2.00 | 226.13 | +1.01% | |
Meta Platforms | US30303M1027 | 1.31 | 704.28 | +0.41% | |
Eli Lilly | US5324571083 | 0.81 | 771.71 | +1.34% | |
Alphabet A | US02079K3059 | 0.80 | 185.06 | +0.81% | |
JPMorgan | US46625H1005 | 0.79 | 291.27 | +0.47% | |
Berkshire Hathaway B | US0846707026 | 0.76 | 473.80 | +0.08% | |
Visa A | US92826C8394 | 0.73 | 349.05 | -0.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 70 30 | 1.65B | 4.58 | 11.01 | 7.21 | ||
Dimensional World Equity Trust | 1.41B | -2.09 | 8.35 | 8.27 | ||
Dimensional World Allocation 50 50 | 1.09B | -0.18 | 5.39 | 5.14 | ||
Dimensional Global Real Estate Trus | 924.77M | 0.65 | 5.98 | 6.45 | ||
Dimensional Australian Large Compan | 906.42M | 6.76 | 13.25 | 8.90 |
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