
Please try another search
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 | 18.285 |
Price to Book | 2.671 | 3.093 |
Price to Sales | 1.508 | 2.252 |
Price to Cash Flow | 11.796 | 12.491 |
Dividend Yield | 1.921 | 2.009 |
5 Years Earnings Growth | 9.920 | 10.608 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.790 | 24.068 |
Financial Services | 18.290 | 16.341 |
Industrials | 12.770 | 11.430 |
Consumer Cyclical | 11.640 | 10.767 |
Healthcare | 10.930 | 13.047 |
Communication Services | 7.950 | 7.999 |
Consumer Defensive | 5.400 | 7.558 |
Basic Materials | 3.190 | 3.925 |
Real Estate | 2.920 | 2.713 |
Energy | 1.940 | 3.477 |
Utilities | 1.170 | 2.535 |
Number of long holdings: 5,938
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.75 | 239.07 | +1.59% | |
NVIDIA | US67066G1040 | 3.98 | 112.69 | +1.92% | |
Meta Platforms | US30303M1027 | 2.25 | 625.66 | -0.36% | |
Amazon.com | US0231351067 | 1.92 | 199.25 | -0.72% | |
Microsoft | US5949181045 | 1.76 | 393.31 | -0.90% | |
Alphabet A | US02079K3059 | 1.12 | 173.86 | +0.88% | |
Alphabet C | US02079K1079 | 1.01 | 175.75 | +0.88% | |
JPMorgan | US46625H1005 | 0.71 | 242.28 | -1.73% | |
Walmart | US9311421039 | 0.70 | 91.72 | -3.09% | |
J&J | US4781601046 | 0.68 | 166.69 | +0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 7.76B | 2.91 | 8.30 | 8.76 | ||
Dimensional Global Core Equity FuUD | 7.76B | 3.48 | 7.82 | 9.43 | ||
Global Sustainability Core Equity F | 4.89B | 3.64 | 8.24 | 10.09 | ||
Dimensional Pacific Basin Small Com | 138.68M | 1.38 | 1.67 | 5.05 | ||
Dimensional Pacific Basin Small CUA | 138.68M | 1.04 | -0.94 | 5.01 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review