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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.48 | 11.31 | 10.83 |
Shares | 99.48 | 99.48 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.62 | 17.78 |
Price to Book | 2.37 | 2.86 |
Price to Sales | 1.44 | 2.03 |
Price to Cash Flow | 9.64 | 11.66 |
Dividend Yield | 2.12 | 2.11 |
5 Years Earnings Growth | 10.93 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.87 | 22.06 |
Financial Services | 14.45 | 15.46 |
Industrials | 14.10 | 12.10 |
Consumer Cyclical | 11.77 | 10.67 |
Healthcare | 10.17 | 14.31 |
Communication Services | 6.78 | 7.26 |
Energy | 6.76 | 4.03 |
Consumer Defensive | 6.26 | 8.42 |
Basic Materials | 4.95 | 4.38 |
Real Estate | 2.77 | 2.80 |
Utilities | 2.11 | 2.56 |
Number of long holdings: 6,380
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.78 | - | - | |
Apple Inc | - | 2.68 | - | - | |
NVIDIA Corp | - | 2.41 | - | - | |
Meta Platforms Inc Class A | - | 1.62 | - | - | |
Amazon.com Inc | - | 1.54 | - | - | |
Exxon Mobil Corp | - | 0.87 | - | - | |
Alphabet Inc Class A | - | 0.79 | - | - | |
Eli Lilly and Co | - | 0.69 | - | - | |
Alphabet Inc Class C | - | 0.69 | - | - | |
Berkshire Hathaway Inc Class B | - | 0.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.42B | 5.68 | 7.96 | 11.19 | ||
Dimensional Global Core Equity FuGD | 6.42B | 5.67 | 7.95 | 11.19 | ||
Global Sustainability Core EquityGA | 4.22B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.22B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 3.02B | 3.46 | 3.75 | 6.52 |
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