Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.180 | 0.180 | 0.000 |
Shares | 99.660 | 99.660 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.681 | 17.651 |
Price to Book | 2.510 | 2.829 |
Price to Sales | 1.366 | 2.013 |
Price to Cash Flow | 10.881 | 11.603 |
Dividend Yield | 1.955 | 2.124 |
5 Years Earnings Growth | 11.111 | 10.940 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.290 | 21.932 |
Financial Services | 16.640 | 15.514 |
Industrials | 14.040 | 12.114 |
Consumer Cyclical | 12.030 | 10.616 |
Healthcare | 11.510 | 14.355 |
Communication Services | 7.980 | 7.296 |
Consumer Defensive | 5.520 | 8.456 |
Basic Materials | 3.710 | 4.389 |
Real Estate | 2.940 | 2.787 |
Energy | 2.290 | 4.046 |
Utilities | 1.050 | 2.592 |
Number of long holdings: 6,163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 196.24 | +0.91% | |
Meta Platforms | US30303M1027 | 2.53 | 498.21 | +0.90% | |
NVIDIA | US67066G1040 | 2.43 | 1,215.97 | +0.50% | |
Microsoft | US5949181045 | 2.01 | 425.75 | +0.29% | |
Amazon.com | US0231351067 | 1.30 | 185.81 | +0.44% | |
Alphabet A | US02079K3059 | 0.88 | 176.60 | -0.08% | |
Alphabet C | US02079K1079 | 0.86 | 178.21 | -0.08% | |
Broadcom | US11135F1012 | 0.77 | 1,419.14 | +1.27% | |
J&J | US4781601046 | 0.76 | 147.86 | +0.98% | |
UnitedHealth | US91324P1021 | 0.68 | 492.98 | -1.78% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunA | 6.41B | 10.34 | 9.47 | 10.71 | ||
Dimensional Global Core Equity FunD | 6.41B | 10.32 | 9.47 | 10.71 | ||
Global Sustainability Core Equity D | 4.24B | 10.83 | 10.18 | 11.57 | ||
Dimensional Pacific Basin Small CEA | 116.91M | 3.01 | 2.37 | 7.25 |
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