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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.950 | 99.950 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.876 | 17.357 |
Price to Book | 2.342 | 2.883 |
Price to Sales | 1.460 | 1.951 |
Price to Cash Flow | 9.887 | 10.981 |
Dividend Yield | 2.165 | 2.242 |
5 Years Earnings Growth | 10.734 | 11.382 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.340 | 19.909 |
Financial Services | 15.280 | 15.938 |
Industrials | 13.680 | 10.952 |
Consumer Cyclical | 11.000 | 11.430 |
Healthcare | 9.930 | 13.139 |
Communication Services | 6.560 | 7.646 |
Consumer Defensive | 6.250 | 9.895 |
Energy | 5.930 | 5.762 |
Basic Materials | 4.440 | 5.753 |
Utilities | 2.820 | 2.349 |
Real Estate | 2.770 | 2.096 |
Number of long holdings: 6,274
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.88 | 254.49 | +1.88% | |
NVIDIA | US67066G1040 | 3.81 | 134.70 | +3.08% | |
Microsoft | US5949181045 | 2.91 | 436.60 | -0.10% | |
Amazon.com | US0231351067 | 1.67 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 1.34 | 585.25 | -1.73% | |
Alphabet A | US02079K3059 | 0.85 | 191.41 | +1.54% | |
Alphabet C | US02079K1079 | 0.77 | 192.96 | +1.72% | |
Eli Lilly | US5324571083 | 0.73 | 767.76 | +1.35% | |
Exxon Mobil | US30231G1022 | 0.65 | 105.87 | +0.34% | |
JPMorgan | US46625H1005 | 0.65 | 237.60 | +1.99% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Australian Core Equity | 5.39B | 13.13 | 8.74 | 9.41 | ||
Dimensional World Allocation 70 30 | 1.55B | 13.64 | 5.58 | 7.51 | ||
Dimensional World Equity Trust | 1.28B | 18.40 | 8.99 | 9.84 | ||
Dimensional Australian Value Trust | 1.06B | 12.56 | 12.35 | 10.06 | ||
Dimensional World Allocation 50 50 | 1.03B | 10.78 | 4.04 | 6.03 |
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