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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.51 | 9.30 | 8.79 |
Stocks | 97.65 | 97.65 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Other | 1.80 | 1.80 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.21 | 13.56 |
Price to Book | 1.51 | 1.94 |
Price to Sales | 0.88 | 1.28 |
Price to Cash Flow | 6.63 | 8.56 |
Dividend Yield | 4.48 | 3.59 |
5 Years Earnings Growth | 8.23 | 8.94 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.96 | 17.08 |
Energy | 15.75 | 11.13 |
Industrials | 14.39 | 14.99 |
Consumer Defensive | 12.56 | 14.82 |
Consumer Cyclical | 11.49 | 10.79 |
Healthcare | 9.16 | 11.94 |
Basic Materials | 7.64 | 7.79 |
Communication Services | 4.71 | 5.54 |
Utilities | 3.12 | 3.55 |
Real Estate | 2.60 | 2.82 |
Technology | 1.63 | 3.33 |
Number of long holdings: 439
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.29 | 32.87 | +0.03% | |
BP | GB0007980591 | 4.58 | 471.00 | +0.11% | |
HSBC | GB0005405286 | 3.66 | 683.70 | -1.91% | |
AstraZeneca ADR | US0463531089 | 3.10 | 78.88 | +0.41% | |
Unilever | GB00B10RZP78 | 2.56 | 52.38 | -0.04% | |
Glencore | JE00B4T3BW64 | 2.39 | 454.70 | -1.99% | |
GSK plc | GB00BN7SWP63 | 2.29 | 1,599.00 | -1.17% | |
Ashtead Group | GB0000536739 | 2.05 | 5,394.0 | -0.74% | |
Diageo | GB0002374006 | 2.03 | 2,578.0 | -0.48% | |
Relx | GB00B2B0DG97 | 2.03 | 3,600.00 | -0.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 6.43B | 8.48 | 9.14 | 11.22 | ||
Dimensional Global Core Equity FuGA | 6.43B | 8.47 | 9.14 | 11.22 | ||
Global Sustainability Core EquityGA | 4.26B | 8.10 | 8.70 | 11.65 | ||
Global Sustainability Core EquityGD | 4.26B | 8.12 | 8.71 | 11.65 | ||
Dimensional World Allocation 60 40A | 3.05B | 5.05 | 4.34 | 6.49 |
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