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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.280 | 0.330 | 0.050 |
Shares | 99.500 | 99.500 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.180 | 0.180 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.348 | 18.647 |
Price to Book | 2.544 | 3.060 |
Price to Sales | 1.484 | 2.274 |
Price to Cash Flow | 10.771 | 12.145 |
Dividend Yield | 2.072 | 2.050 |
5 Years Earnings Growth | 9.698 | 9.680 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.820 | 24.378 |
Financial Services | 19.650 | 16.889 |
Industrials | 13.040 | 12.126 |
Consumer Cyclical | 12.110 | 10.393 |
Healthcare | 11.710 | 12.122 |
Communication Services | 8.110 | 8.170 |
Consumer Defensive | 5.150 | 7.317 |
Basic Materials | 3.570 | 3.940 |
Real Estate | 2.990 | 2.760 |
Utilities | 0.930 | 2.539 |
Energy | 0.930 | 3.338 |
Number of long holdings: 5,813
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.80 | 229.35 | +4.24% | |
NVIDIA | US67066G1040 | 3.28 | 182.70 | +1.07% | |
Amazon.com | US0231351067 | 2.64 | 222.69 | -0.20% | |
Meta Platforms | US30303M1027 | 2.08 | 769.30 | +0.98% | |
Microsoft | US5949181045 | 1.63 | 522.04 | +0.23% | |
Alphabet A | US02079K3059 | 0.92 | 201.42 | +2.49% | |
Alphabet C | US02079K1079 | 0.84 | 202.09 | +2.44% | |
Eli Lilly | US5324571083 | 0.83 | 625.65 | -2.37% | |
Visa A | US92826C8394 | 0.78 | 336.78 | +1.41% | |
JPMorgan | US46625H1005 | 0.74 | 288.76 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 9.1B | -0.68 | 11.16 | 10.96 | ||
Dimensional Global Core Equity FuGD | 9.1B | -0.69 | 11.16 | 10.96 | ||
Dimensional World Allocation 60 40A | 4.16B | 1.05 | 7.48 | 6.47 | ||
Dimensional World Allocation 60 40D | 4.16B | 1.01 | 7.48 | 6.46 | ||
Global Sustainability Core EquityGA | 5.58B | -3.66 | 9.19 | 10.70 |
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