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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 | 203.92 | +1.64% | |
NVIDIA | US67066G1040 | 3.30 | 141.72 | +1.24% | |
Amazon.com | US0231351067 | 2.57 | 213.57 | +2.72% | |
Meta Platforms | US30303M1027 | 2.21 | 697.71 | +1.91% | |
Microsoft | US5949181045 | 1.56 | 470.38 | +0.58% | |
Alphabet A | US02079K3059 | 0.91 | 173.68 | +3.25% | |
Alphabet C | US02079K1079 | 0.82 | 174.92 | +3.01% | |
Visa A | US92826C8394 | 0.80 | 370.22 | +0.94% | |
J&J | US4781601046 | 0.77 | 155.03 | +0.89% | |
Eli Lilly | US5324571083 | 0.76 | 769.88 | +0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 8.5B | -2.95 | 8.01 | 10.16 | ||
Dimensional Global Core Equity FuGD | 8.5B | -2.96 | 8.01 | 10.16 | ||
Dimensional World Allocation 60 40A | 3.88B | -0.66 | 5.40 | 5.96 | ||
Dimensional World Allocation 60 40D | 3.88B | -0.70 | 5.40 | 5.95 | ||
Global Sustainability Core EquityGA | 1.73B | -7.71 | 7.62 | 10.34 |
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