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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.370 | 17.490 | 1.120 |
Shares | 60.690 | 60.690 | 0.000 |
Bonds | 22.510 | 22.510 | 0.000 |
Convertible | 0.390 | 0.390 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.581 | 15.730 |
Price to Book | 1.919 | 2.272 |
Price to Sales | 1.233 | 1.651 |
Price to Cash Flow | 8.246 | 9.748 |
Dividend Yield | 2.486 | 2.862 |
5 Years Earnings Growth | 10.122 | 9.416 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.480 | 18.407 |
Technology | 17.110 | 15.961 |
Industrials | 14.190 | 12.273 |
Consumer Cyclical | 12.250 | 10.724 |
Healthcare | 9.460 | 9.763 |
Consumer Defensive | 6.620 | 7.964 |
Communication Services | 6.240 | 6.526 |
Basic Materials | 5.760 | 5.231 |
Energy | 5.150 | 4.207 |
Real Estate | 3.050 | 6.110 |
Utilities | 2.700 | 3.662 |
Number of long holdings: 12,530
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.66 | - | - | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.67 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 4.90 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 4.85 | - | - | |
Amazon.com | US0231351067 | 1.30 | 223.30 | +2.85% | |
Microsoft | US5949181045 | 1.24 | 495.94 | -0.30% | |
Apple | US0378331005 | 1.13 | 201.08 | +0.04% | |
NVIDIA | US67066G1040 | 1.05 | 157.75 | +1.76% | |
Meta Platforms | US30303M1027 | 0.53 | 733.63 | +1.04% | |
JPMorgan | US46625H1005 | 0.34 | 287.11 | -0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 8.92B | -2.96 | 8.01 | 10.16 | ||
Dimensional Global Core Equity FuGA | 8.92B | -2.95 | 8.01 | 10.16 | ||
Dimensional World Allocation 60 40A | 3.96B | -0.66 | 5.40 | 5.96 | ||
Global Sustainability Core EquityGA | 1.76B | -3.66 | 9.19 | 10.70 | ||
Global Sustainability Core EquityGD | 989.84M | -3.66 | 9.20 | 10.71 |
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