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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.240 | 0.240 | 0.000 |
Stocks | 99.580 | 99.580 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.140 | 0.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.511 | 17.741 |
Price to Book | 2.479 | 2.848 |
Price to Sales | 1.376 | 2.034 |
Price to Cash Flow | 10.929 | 11.703 |
Dividend Yield | 2.055 | 2.123 |
5 Years Earnings Growth | 10.934 | 10.987 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.730 | 22.014 |
Financial Services | 17.250 | 15.565 |
Industrials | 13.980 | 12.117 |
Consumer Cyclical | 11.680 | 10.524 |
Healthcare | 11.610 | 14.297 |
Communication Services | 7.810 | 7.318 |
Consumer Defensive | 5.770 | 8.411 |
Basic Materials | 3.750 | 4.394 |
Real Estate | 2.950 | 2.775 |
Energy | 2.400 | 4.056 |
Utilities | 1.070 | 2.616 |
Number of long holdings: 6,103
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.66 | 210.61 | -1.63% | |
NVIDIA | US67066G1040 | 2.97 | 123.50 | -0.40% | |
Meta Platforms | US30303M1027 | 2.07 | 503.89 | -3.02% | |
Microsoft | US5949181045 | 1.94 | 446.95 | -1.30% | |
Amazon.com | US0231351067 | 1.41 | 193.25 | -2.33% | |
Alphabet A | US02079K3059 | 1.06 | 182.15 | -1.76% | |
Alphabet C | US02079K1079 | 1.04 | 183.42 | -1.84% | |
J&J | US4781601046 | 1.01 | 146.16 | +0.25% | |
Novo Nordisk B | DK0062498333 | 0.73 | 1,005.6 | +0.30% | |
UnitedHealth | US91324P1021 | 0.68 | 509.34 | +4.71% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.45B | 8.47 | 9.14 | 11.22 | ||
Dimensional Global Core Equity FuGD | 6.45B | 8.48 | 9.14 | 11.22 | ||
Global Sustainability Core EquityGA | 4.27B | 8.10 | 8.70 | 11.65 | ||
Dimensional World Allocation 60 40A | 3.06B | 5.05 | 4.34 | 6.49 | ||
Dimensional World Allocation 60 40D | 3.06B | 5.04 | 4.33 | 6.49 |
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