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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.920 | 99.920 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.150 | 0.150 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.882 | 17.941 |
Price to Book | 2.632 | 2.920 |
Price to Sales | 1.469 | 2.143 |
Price to Cash Flow | 11.456 | 12.065 |
Dividend Yield | 1.985 | 2.069 |
5 Years Earnings Growth | 11.425 | 11.277 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.840 | 22.848 |
Financial Services | 17.800 | 15.732 |
Industrials | 12.870 | 11.834 |
Healthcare | 12.280 | 14.043 |
Consumer Cyclical | 11.070 | 10.485 |
Communication Services | 7.450 | 7.493 |
Consumer Defensive | 5.540 | 8.071 |
Basic Materials | 3.580 | 4.328 |
Real Estate | 3.210 | 2.797 |
Energy | 2.130 | 3.775 |
Utilities | 1.230 | 2.689 |
Number of long holdings: 5,976
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.46 | 228.22 | +1.38% | |
NVIDIA | US67066G1040 | 3.58 | 146.80 | +0.36% | |
Meta Platforms | US30303M1027 | 2.08 | 577.16 | -0.49% | |
Microsoft | US5949181045 | 1.81 | 426.89 | +0.40% | |
Amazon.com | US0231351067 | 1.37 | 211.48 | -1.22% | |
Alphabet A | US02079K3059 | 0.93 | 175.58 | -1.84% | |
Alphabet C | US02079K1079 | 0.91 | 177.35 | -1.74% | |
J&J | US4781601046 | 0.81 | 151.86 | -0.90% | |
UnitedHealth | US91324P1021 | 0.72 | 593.15 | -2.10% | |
JPMorgan | US46625H1005 | 0.69 | 241.87 | +0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunA | 7.52B | 15.57 | 7.63 | 10.35 | ||
Dimensional Global Core Equity FunD | 7.52B | 15.39 | 9.38 | 10.54 | ||
Global Sustainability Core Equity D | 4.79B | 16.57 | 9.30 | 11.11 | ||
Dimensional Pacific Basin Small CEA | 126.33M | 3.01 | 2.37 | 7.25 |
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