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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 12.210 | 12.210 | 0.000 |
Stocks | 50.500 | 50.500 | 0.000 |
Bonds | 37.230 | 37.230 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.277 | 15.439 |
Price to Book | 1.990 | 2.027 |
Price to Sales | 1.313 | 1.597 |
Price to Cash Flow | 7.692 | 7.862 |
Dividend Yield | 3.195 | 3.635 |
5 Years Earnings Growth | 9.768 | 9.097 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.440 | 17.847 |
Technology | 14.640 | 12.960 |
Industrials | 12.360 | 9.852 |
Basic Materials | 11.800 | 9.041 |
Consumer Cyclical | 11.520 | 9.419 |
Healthcare | 7.800 | 9.958 |
Energy | 7.290 | 6.995 |
Consumer Defensive | 5.630 | 5.540 |
Communication Services | 5.480 | 6.602 |
Real Estate | 4.300 | 7.905 |
Utilities | 1.750 | 3.960 |
Number of long holdings: 10,732
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 1.40 | 42.320 | -1.65% | |
Microsoft | US5949181045 | 1.02 | 395.12 | +1.49% | |
Apple | US0378331005 | 0.98 | 169.30 | -0.60% | |
Province of Alberta 3.1% | - | 0.87 | - | - | |
Ontario (Province Of) 3.5% | - | 0.87 | - | - | |
Commonwealth Bank Australia | AU000000CBA7 | 0.85 | 113.920 | -0.54% | |
New Zealand (Government Of) 0.5% | NZGOVDT524C5 | 0.80 | - | - | |
United Kingdom of Great Britain and Northern Ireland 1.75% | GB00BZB26Y51 | 0.62 | - | - | |
National Australia Bank | AU000000NAB4 | 0.60 | 33.790 | -0.03% | |
NVIDIA | US67066G1040 | 0.60 | 830.03 | -3.93% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 7.23B | 13.39 | 13.57 | 11.80 | ||
Dimensional Australian Core Equity | 5.15B | 5.87 | 9.89 | 8.77 | ||
Dimensional World Allocation 70 30 | 1.42B | 6.17 | 6.17 | 7.48 | ||
Dimensional World Equity Trust | 1.14B | 8.94 | 10.09 | 9.68 | ||
Dimensional Australian Value Trust | 1.02B | 5.46 | 11.12 | 9.14 |
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