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Dfa Us Core Equity Class F (0P0000X874)

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34.960 -0.050    -0.13%
13/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 5.73B
Type:  Fund
Market:  Canada
Issuer:  Dimensional Fund Advisors Canada Inc
Asset Class:  Equity
DFA US Core Equity Class F 34.960 -0.050 -0.13%

0P0000X874 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the DFA US Core Equity Class F (0P0000X874) fund. Our DFA US Core Equity Class F portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.270 0.270 0.000
Shares 98.900 98.900 0.000
Other 0.830 0.830 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.479 21.389
Price to Book 3.190 4.350
Price to Sales 1.872 2.752
Price to Cash Flow 11.899 14.438
Dividend Yield 1.600 1.467
5 Years Earnings Growth 11.071 12.416

Sector Allocation

Name  Net % Category Average
Technology 25.810 25.934
Financial Services 14.150 16.056
Industrials 11.340 9.223
Healthcare 11.060 14.061
Consumer Cyclical 10.230 10.630
Communication Services 7.760 8.728
Consumer Defensive 6.130 6.681
Energy 5.720 4.005
Basic Materials 2.990 2.876
Real Estate 2.590 2.207
Utilities 2.210 3.154

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 2,611

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Apple US0378331005 5.07 225.12 +0.40%
  NVIDIA US67066G1040 4.68 146.27 -1.36%
  Microsoft US5949181045 4.26 425.20 +0.51%
  Meta Platforms US30303M1027 2.33 580.00 -0.82%
  Amazon.com US0231351067 1.98 214.10 +2.48%
  Eli Lilly US5324571083 1.18 811.81 -0.86%
  Alphabet A US02079K3059 1.16 178.88 -1.51%
  JPMorgan US46625H1005 1.10 241.16 +0.67%
  Exxon Mobil US30231G1022 1.01 121.47 +0.93%
  Berkshire Hathaway B US0846707026 1.01 468.10 +0.39%
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