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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.87 | 0.98 | 0.11 |
Stocks | 99.10 | 99.10 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.33 | 16.92 |
Price to Book | 2.30 | 2.76 |
Price to Sales | 1.39 | 1.89 |
Price to Cash Flow | 9.80 | 11.39 |
Dividend Yield | 2.17 | 2.25 |
5 Years Earnings Growth | 11.12 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.38 | 20.46 |
Financial Services | 15.30 | 15.48 |
Industrials | 14.43 | 12.16 |
Consumer Cyclical | 11.37 | 10.30 |
Healthcare | 9.64 | 13.10 |
Communication Services | 6.03 | 7.80 |
Consumer Defensive | 5.97 | 9.00 |
Energy | 5.94 | 4.82 |
Basic Materials | 5.15 | 4.52 |
Real Estate | 2.88 | 2.31 |
Utilities | 1.91 | 3.14 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 2 I | - | 53.26 | - | - | |
DFA International Core Equity I | - | 19.26 | - | - | |
DFA US Core Equity 1 I | - | 17.75 | - | - | |
DFA Emerging Markets Core Equity I | - | 7.67 | - | - | |
DFA Real Estate Securities I | - | 1.53 | - | - | |
DFA International Real Estate Sec I | - | 0.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.77B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 32.86B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.23B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.78B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.47B | 6.25 | 6.26 | 8.75 |
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