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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 | 17.704 |
Price to Book | 2.510 | 2.842 |
Price to Sales | 1.366 | 2.000 |
Price to Cash Flow | 10.881 | 11.585 |
Dividend Yield | 1.955 | 2.107 |
5 Years Earnings Growth | 11.111 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.290 | 22.026 |
Financial Services | 16.640 | 15.447 |
Industrials | 14.040 | 12.071 |
Consumer Cyclical | 12.030 | 10.760 |
Healthcare | 11.510 | 14.371 |
Communication Services | 7.980 | 7.227 |
Consumer Defensive | 5.520 | 8.415 |
Basic Materials | 3.710 | 4.361 |
Real Estate | 2.940 | 2.819 |
Energy | 2.290 | 4.010 |
Utilities | 1.050 | 2.548 |
Number of long holdings: 6,163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 183.36 | +5.97% | |
Meta Platforms | US30303M1027 | 2.53 | 452.05 | +2.35% | |
NVIDIA | US67066G1040 | 2.43 | 887.83 | +3.46% | |
Microsoft | US5949181045 | 2.01 | 406.66 | +2.22% | |
Amazon.com | US0231351067 | 1.30 | 186.24 | +0.82% | |
Alphabet A | US02079K3059 | 0.88 | 167.21 | +0.35% | |
Alphabet C | US02079K1079 | 0.86 | 169.01 | +0.33% | |
Broadcom | US11135F1012 | 0.77 | 1,278.11 | +3.19% | |
J&J | US4781601046 | 0.76 | 149.26 | -0.44% | |
UnitedHealth | US91324P1021 | 0.68 | 492.66 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.34B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.34B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGA | 4.07B | 9.36 | 10.37 | 11.95 | ||
Dimensional World Allocation 60 40A | 2.97B | 5.18 | 5.12 | 6.66 | ||
Dimensional World Allocation 60 40D | 2.97B | 5.17 | 5.13 | 6.66 |
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