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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 17.230 | 18.170 | 0.940 |
Shares | 59.730 | 59.730 | 0.000 |
Bonds | 22.770 | 22.770 | 0.000 |
Convertible | 0.240 | 0.240 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.223 | 15.538 |
Price to Book | 2.039 | 2.285 |
Price to Sales | 1.301 | 1.648 |
Price to Cash Flow | 8.863 | 9.756 |
Dividend Yield | 2.339 | 2.853 |
5 Years Earnings Growth | 10.810 | 9.752 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.730 | 16.228 |
Financial Services | 17.310 | 18.278 |
Industrials | 14.190 | 11.910 |
Consumer Cyclical | 11.890 | 10.843 |
Healthcare | 9.390 | 10.031 |
Consumer Defensive | 6.520 | 7.837 |
Communication Services | 6.220 | 6.547 |
Energy | 5.650 | 4.420 |
Basic Materials | 5.630 | 5.097 |
Real Estate | 2.930 | 6.005 |
Utilities | 2.550 | 3.535 |
Number of long holdings: 12,245
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 18.03 | - | - | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 12.02 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 5.03 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 4.99 | - | - | |
NVIDIA | US67066G1040 | 1.26 | 111.01 | +4.30% | |
Apple | US0378331005 | 1.15 | 209.20 | +0.40% | |
Microsoft | US5949181045 | 1.12 | 391.62 | +1.12% | |
Amazon.com | US0231351067 | 0.99 | 188.96 | +1.30% | |
Meta Platforms | US30303M1027 | 0.62 | 547.27 | +2.65% | |
JPMorgan | US46625H1005 | 0.34 | 243.49 | -0.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.72B | -3.97 | 6.90 | 10.00 | ||
Dimensional Global Core Equity FuGD | 7.72B | -3.98 | 6.90 | 10.00 | ||
Dimensional World Allocation 60 40D | 3.63B | -1.84 | 4.55 | 5.87 | ||
Global Sustainability Core EquityGA | 1.6B | -5.09 | 7.39 | 10.50 | ||
Global Sustainability Core EquityGD | 899.51M | -5.09 | 7.39 | 10.50 |
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