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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 | 17.915 |
Price to Book | 2.582 | 2.972 |
Price to Sales | 1.505 | 2.201 |
Price to Cash Flow | 11.054 | 11.880 |
Dividend Yield | 2.033 | 2.072 |
5 Years Earnings Growth | 10.051 | 10.147 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.820 | 23.476 |
Financial Services | 19.680 | 16.982 |
Industrials | 12.880 | 11.807 |
Healthcare | 12.050 | 12.962 |
Consumer Cyclical | 11.960 | 10.506 |
Communication Services | 8.070 | 7.910 |
Consumer Defensive | 5.100 | 7.522 |
Basic Materials | 3.450 | 3.972 |
Real Estate | 3.020 | 2.758 |
Energy | 1.040 | 3.499 |
Utilities | 0.920 | 2.561 |
Number of long holdings: 5,843
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.08 | 202.82 | -0.22% | |
NVIDIA | US67066G1040 | 3.30 | 141.92 | +0.50% | |
Amazon.com | US0231351067 | 2.57 | 207.23 | +0.74% | |
Meta Platforms | US30303M1027 | 2.21 | 687.95 | +3.16% | |
Microsoft | US5949181045 | 1.56 | 463.87 | +0.19% | |
Alphabet A | US02079K3059 | 0.91 | 168.05 | +1.13% | |
Alphabet C | US02079K1079 | 0.82 | 169.39 | +1.00% | |
Visa A | US92826C8394 | 0.80 | 368.00 | +0.58% | |
J&J | US4781601046 | 0.77 | 153.22 | -0.78% | |
Eli Lilly | US5324571083 | 0.76 | 765.84 | +2.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 8.43B | -1.02 | 8.90 | 8.25 | ||
Dimensional Global Core Equity FuUD | 8.43B | -1.05 | 8.90 | 8.25 | ||
Global Sustainability Core Equity F | 4.69M | -1.78 | 9.70 | 8.78 | ||
Dimensional Pacific Basin Small Com | 148.13M | 5.38 | 5.32 | 4.51 | ||
Dimensional Pacific Basin Small CUA | 148.13M | 2.26 | 2.06 | 4.66 |
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