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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 | 17.205 |
Price to Book | 2.257 | 2.844 |
Price to Sales | 1.437 | 1.984 |
Price to Cash Flow | 9.350 | 10.650 |
Dividend Yield | 2.263 | 2.264 |
5 Years Earnings Growth | 9.769 | 10.496 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.210 | 19.850 |
Financial Services | 16.560 | 16.457 |
Industrials | 13.610 | 10.634 |
Consumer Cyclical | 11.150 | 11.551 |
Healthcare | 10.100 | 12.825 |
Communication Services | 6.940 | 7.919 |
Consumer Defensive | 6.500 | 9.858 |
Energy | 5.060 | 5.775 |
Basic Materials | 4.220 | 5.556 |
Utilities | 2.900 | 2.556 |
Real Estate | 2.750 | 2.067 |
Number of long holdings: 6,567
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.70 | 201.08 | +0.04% | |
NVIDIA | US67066G1040 | 3.18 | 157.75 | +1.76% | |
Microsoft | US5949181045 | 2.87 | 495.94 | -0.30% | |
Amazon.com | US0231351067 | 2.00 | 223.30 | +2.85% | |
Meta Platforms | US30303M1027 | 1.31 | 733.63 | +1.04% | |
Eli Lilly | US5324571083 | 0.81 | 775.45 | -2.47% | |
Alphabet A | US02079K3059 | 0.80 | 178.53 | +2.88% | |
JPMorgan | US46625H1005 | 0.79 | 287.11 | -0.57% | |
Berkshire Hathaway B | US0846707026 | 0.76 | 485.68 | +0.13% | |
Visa A | US92826C8394 | 0.73 | 348.61 | +0.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 70 30 | 1.65B | 2.57 | 8.03 | 6.67 | ||
Dimensional World Equity Trust | 1.41B | 2.83 | 10.72 | 8.61 | ||
Dimensional World Allocation 50 50 | 1.09B | 2.36 | 6.55 | 5.31 | ||
Dimensional Global Real Estate Trus | 924.77M | 1.43 | 4.64 | 6.09 | ||
Dimensional Australian Large Compan | 906.42M | 5.67 | 9.45 | 8.18 |
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