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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.72 | 0.74 | 0.02 |
Shares | 26.98 | 26.98 | 0.00 |
Bonds | 72.30 | 72.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.31 | 16.88 |
Price to Book | 2.56 | 2.50 |
Price to Sales | 1.62 | 1.75 |
Price to Cash Flow | 10.74 | 10.51 |
Dividend Yield | 2.08 | 2.23 |
5 Years Earnings Growth | 11.15 | 11.26 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.75 | 21.00 |
Financial Services | 14.86 | 15.08 |
Industrials | 12.04 | 11.53 |
Consumer Cyclical | 11.27 | 10.54 |
Healthcare | 10.55 | 12.16 |
Communication Services | 7.39 | 6.59 |
Consumer Defensive | 6.14 | 6.43 |
Energy | 5.57 | 4.98 |
Basic Materials | 4.71 | 4.39 |
Utilities | 2.27 | 2.71 |
Real Estate | 1.46 | 4.60 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA Inflation-Protected Securities I | - | 50.88 | - | - | |
DFA LTIP Institutional | - | 21.18 | - | - | |
DFA US Core Equity 1 I | - | 9.66 | - | - | |
DFA US Large Company I | - | 9.62 | - | - | |
DFA Large Cap International I | - | 3.73 | - | - | |
DFA Emerging Markets Core Equity I | - | 2.26 | - | - | |
DFA International Core Equity I | - | 1.86 | - | - | |
DFA Short-Term Extended Quality I | - | 0.40 | - | - | |
DFA Two-Year Global Fixed-Income I | - | 0.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.16B | -0.58 | -2.50 | 1.72 | ||
DFA Five-Year Global Fixed-Income I | 9.27B | 2.31 | -0.37 | 1.24 | ||
DFA Short-Term Extended Quality I | 5.88B | 2.19 | 0.45 | 1.50 | ||
DFA Intermediate Govt Fixed-Income | 5.67B | -1.78 | -3.63 | 0.88 | ||
DFA Inflation-Protected Securities | 5.13B | 0.18 | -1.55 | 1.88 |
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