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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.81 | 13.67 | 12.86 |
Shares | 97.96 | 97.96 | 0.00 |
Other | 1.23 | 1.29 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.85 | 13.47 |
Price to Book | 1.66 | 1.92 |
Price to Sales | 0.93 | 1.28 |
Price to Cash Flow | 7.57 | 8.83 |
Dividend Yield | 3.75 | 3.54 |
5 Years Earnings Growth | 7.91 | 9.17 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.75 | 20.34 |
Industrials | 15.04 | 15.30 |
Consumer Defensive | 14.52 | 14.27 |
Energy | 13.27 | 10.17 |
Consumer Cyclical | 10.43 | 9.76 |
Healthcare | 9.47 | 11.32 |
Basic Materials | 5.96 | 6.98 |
Communication Services | 4.75 | 5.68 |
Utilities | 3.28 | 3.66 |
Real Estate | 2.29 | 2.49 |
Technology | 1.25 | 3.12 |
Number of long holdings: 418
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.18 | 28.97 | +1.08% | |
HSBC | GB0005405286 | 4.68 | 834.00 | +0.81% | |
BP | GB0007980591 | 3.57 | 364.45 | +0.62% | |
Unilever | GB00B10RZP78 | 3.56 | 54.94 | -2.14% | |
AstraZeneca ADR | US0463531089 | 2.75 | 69.57 | +0.03% | |
GSK plc | GB00BN7SWP63 | 2.57 | 1,389.00 | -0.36% | |
AstraZeneca | GB0009895292 | 2.37 | 10,400.0 | -0.42% | |
Relx | GB00B2B0DG97 | 2.36 | 4,003.00 | +0.91% | |
British American Tobacco | GB0002875804 | 1.97 | 3,141.0 | -1.13% | |
Reckitt Benckiser | GB00B24CGK77 | 1.90 | 4,633.0 | -1.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.74B | -3.97 | 6.90 | 10.00 | ||
Dimensional Global Core Equity FuGD | 7.74B | -3.98 | 6.90 | 10.00 | ||
Dimensional World Allocation 60 40A | 3.64B | -1.78 | 4.56 | 5.86 | ||
Dimensional World Allocation 60 40D | 3.64B | -1.84 | 4.55 | 5.87 | ||
Global Sustainability Core EquityGA | 1.61B | -5.09 | 7.39 | 10.50 |
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