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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.730 | 0.740 | 0.010 |
Stocks | 99.240 | 99.240 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.861 | 18.312 |
Price to Book | 2.671 | 3.093 |
Price to Sales | 1.508 | 2.255 |
Price to Cash Flow | 11.796 | 12.481 |
Dividend Yield | 1.921 | 2.009 |
5 Years Earnings Growth | 9.920 | 10.623 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.790 | 23.997 |
Financial Services | 18.290 | 16.392 |
Industrials | 12.770 | 11.446 |
Consumer Cyclical | 11.640 | 10.765 |
Healthcare | 10.930 | 13.074 |
Communication Services | 7.950 | 7.996 |
Consumer Defensive | 5.400 | 7.546 |
Basic Materials | 3.190 | 3.920 |
Real Estate | 2.920 | 2.724 |
Energy | 1.940 | 3.477 |
Utilities | 1.170 | 2.539 |
Number of long holdings: 5,938
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.75 | 213.49 | +1.82% | |
NVIDIA | US67066G1040 | 3.98 | 121.67 | +5.27% | |
Meta Platforms | US30303M1027 | 2.25 | 607.60 | +2.87% | |
Amazon.com | US0231351067 | 1.92 | 197.95 | +2.09% | |
Microsoft | US5949181045 | 1.76 | 388.56 | +2.58% | |
Alphabet A | US02079K3059 | 1.12 | 165.49 | +1.68% | |
Alphabet C | US02079K1079 | 1.01 | 167.62 | +1.75% | |
JPMorgan | US46625H1005 | 0.71 | 232.44 | +3.22% | |
Walmart | US9311421039 | 0.70 | 85.35 | +1.01% | |
J&J | US4781601046 | 0.68 | 162.81 | -0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunA | 7.64B | 2.77 | 11.16 | 9.59 | ||
Dimensional Global Core Equity FunD | 7.64B | 2.75 | 11.16 | 9.59 | ||
Global Sustainability Core Equity A | 664.48M | 3.49 | 11.15 | 11.04 | ||
Dimensional Pacific Basin Small CEA | 138.34M | 7.26 | 1.90 | 6.66 |
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