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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.940 | 99.940 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.433 | 15.868 |
Price to Book | 2.056 | 2.118 |
Price to Sales | 1.377 | 1.806 |
Price to Cash Flow | 8.339 | 8.600 |
Dividend Yield | 3.085 | 3.660 |
5 Years Earnings Growth | 9.787 | 8.686 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.610 | 19.536 |
Technology | 14.090 | 13.270 |
Industrials | 12.370 | 10.690 |
Basic Materials | 12.020 | 11.036 |
Consumer Cyclical | 11.410 | 8.975 |
Healthcare | 7.700 | 10.976 |
Energy | 7.450 | 6.329 |
Consumer Defensive | 5.620 | 5.756 |
Communication Services | 5.480 | 6.540 |
Real Estate | 4.460 | 7.952 |
Utilities | 1.800 | 2.643 |
Number of long holdings: 9,912
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 2.74 | 44.890 | +0.79% | |
Microsoft Corp | - | 1.94 | - | - | |
Apple Inc | - | 1.82 | - | - | |
Commonwealth Bank Australia | AU000000CBA7 | 1.73 | 121.040 | -1.00% | |
NVIDIA Corp | - | 1.34 | - | - | |
National Australia Bank | AU000000NAB4 | 1.17 | 34.530 | -0.09% | |
Woodside Energy | AU0000224040 | 0.94 | 27.510 | -1.47% | |
Amazon.com Inc | - | 0.90 | - | - | |
Goodman Group | AU000000GMG2 | 0.85 | 34.350 | -1.09% | |
Westpac Banking | AU000000WBC1 | 0.83 | 26.770 | +0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 7.23B | 9.36 | 11.22 | 11.32 | ||
Dimensional Australian Core Equity | 5.15B | 3.08 | 7.61 | 8.32 | ||
Dimensional World Allocation 70 30 | 1.42B | 3.39 | 4.34 | 7.08 | ||
Dimensional Australian Value Trust | 1.02B | 3.36 | 9.22 | 8.77 | ||
Dimensional World Allocation 50 50 | 989.04M | 2.70 | 2.79 | 5.76 |
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