
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.150 | 0.220 | 0.070 |
Shares | 99.670 | 99.670 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.150 | 0.160 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.518 | 18.283 |
Price to Book | 2.763 | 3.061 |
Price to Sales | 1.561 | 2.247 |
Price to Cash Flow | 12.133 | 12.317 |
Dividend Yield | 1.878 | 2.027 |
5 Years Earnings Growth | 9.626 | 10.580 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.800 | 23.815 |
Financial Services | 18.670 | 16.698 |
Industrials | 12.770 | 11.552 |
Consumer Cyclical | 11.480 | 10.673 |
Healthcare | 11.280 | 13.053 |
Communication Services | 8.430 | 7.933 |
Consumer Defensive | 5.380 | 7.490 |
Basic Materials | 3.230 | 3.954 |
Real Estate | 2.870 | 2.747 |
Energy | 1.940 | 3.478 |
Utilities | 1.140 | 2.530 |
Number of long holdings: 5,942
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.20 | 196.87 | +1.34% | |
NVIDIA | US67066G1040 | 3.49 | 101.49 | -2.93% | |
Meta Platforms | US30303M1027 | 2.55 | 501.63 | -0.14% | |
Amazon.com | US0231351067 | 1.99 | 172.60 | -0.99% | |
Microsoft | US5949181045 | 1.67 | 367.84 | -1.01% | |
Alphabet A | US02079K3059 | 1.15 | 151.21 | -1.38% | |
Alphabet C | US02079K1079 | 1.04 | 153.35 | -1.38% | |
JPMorgan | US46625H1005 | 0.76 | 231.96 | +1.02% | |
Walmart | US9311421039 | 0.73 | 93.22 | +2.23% | |
Visa A | US92826C8394 | 0.70 | 329.67 | -0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunA | 7.4B | -5.06 | 7.11 | 8.43 | ||
Dimensional Global Core Equity FunD | 7.4B | -5.09 | 7.11 | 8.43 | ||
Global Sustainability Core Equity D | 267.38M | 2.40 | 11.81 | 10.20 | ||
Dimensional Pacific Basin Small CEA | 132.24M | 7.26 | 1.90 | 6.66 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review