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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.180 | 0.180 | 0.000 |
Shares | 99.660 | 99.660 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.681 | 17.651 |
Price to Book | 2.510 | 2.829 |
Price to Sales | 1.366 | 2.013 |
Price to Cash Flow | 10.881 | 11.603 |
Dividend Yield | 1.955 | 2.124 |
5 Years Earnings Growth | 11.111 | 10.940 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.290 | 21.932 |
Financial Services | 16.640 | 15.514 |
Industrials | 14.040 | 12.114 |
Consumer Cyclical | 12.030 | 10.616 |
Healthcare | 11.510 | 14.355 |
Communication Services | 7.980 | 7.296 |
Consumer Defensive | 5.520 | 8.456 |
Basic Materials | 3.710 | 4.389 |
Real Estate | 2.940 | 2.787 |
Energy | 2.290 | 4.046 |
Utilities | 1.050 | 2.592 |
Number of long holdings: 6,163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 214.13 | +0.50% | |
Meta Platforms | US30303M1027 | 2.53 | 504.10 | -0.93% | |
NVIDIA | US67066G1040 | 2.43 | 129.61 | +3.52% | |
Microsoft | US5949181045 | 2.01 | 441.58 | +0.12% | |
Amazon.com | US0231351067 | 1.30 | 183.83 | -1.64% | |
Alphabet A | US02079K3059 | 0.88 | 175.16 | -1.48% | |
Alphabet C | US02079K1079 | 0.86 | 176.74 | -1.57% | |
Broadcom | US11135F1012 | 0.77 | 1,678.52 | +12.24% | |
J&J | US4781601046 | 0.76 | 145.45 | +0.03% | |
UnitedHealth | US91324P1021 | 0.68 | 497.30 | +0.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 6.42B | 8.45 | 5.29 | 8.21 | ||
Dimensional Global Core Equity FuUD | 6.42B | 8.49 | 5.30 | 8.21 | ||
Global Sustainability Core EquityUA | 4.25B | 8.29 | 7.17 | 8.87 | ||
Dimensional Pacific Basin Small CUA | 116.08M | -0.42 | -1.62 | 4.47 | ||
Dimensional Pacific Basin Small Com | 116.08M | 1.75 | -0.78 | 4.50 |
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