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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 0.290 | 0.000 |
Shares | 99.530 | 99.530 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.160 | 0.170 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.380 | 17.901 |
Price to Book | 2.582 | 2.969 |
Price to Sales | 1.505 | 2.199 |
Price to Cash Flow | 11.054 | 11.852 |
Dividend Yield | 2.033 | 2.077 |
5 Years Earnings Growth | 10.051 | 10.075 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.820 | 23.529 |
Financial Services | 19.680 | 16.945 |
Industrials | 12.880 | 11.820 |
Healthcare | 12.050 | 12.932 |
Consumer Cyclical | 11.960 | 10.485 |
Communication Services | 8.070 | 7.932 |
Consumer Defensive | 5.100 | 7.530 |
Basic Materials | 3.450 | 3.984 |
Real Estate | 3.020 | 2.760 |
Energy | 1.040 | 3.478 |
Utilities | 0.920 | 2.583 |
Number of long holdings: 5,843
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.08 | 200.63 | -1.08% | |
NVIDIA | US67066G1040 | 3.30 | 139.99 | -1.36% | |
Amazon.com | US0231351067 | 2.57 | 207.91 | +0.33% | |
Meta Platforms | US30303M1027 | 2.21 | 684.62 | -0.48% | |
Microsoft | US5949181045 | 1.56 | 467.68 | +0.82% | |
Alphabet A | US02079K3059 | 0.91 | 168.21 | +0.10% | |
Alphabet C | US02079K1079 | 0.82 | 169.81 | +0.25% | |
Visa A | US92826C8394 | 0.80 | 366.77 | -0.33% | |
J&J | US4781601046 | 0.77 | 153.66 | +0.29% | |
Eli Lilly | US5324571083 | 0.76 | 765.68 | -0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunA | 8.42B | -4.69 | 8.41 | 8.42 | ||
Dimensional Global Core Equity FunD | 8.42B | -4.71 | 8.41 | 8.42 | ||
Global Sustainability Core Equity D | 305.86M | -10.19 | 7.14 | 8.69 | ||
Dimensional Pacific Basin Small CEA | 147.7M | -1.65 | 2.85 | 4.61 |
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