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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.41 | 1.41 | 0.00 |
Stocks | 98.59 | 98.59 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.41 | 11.58 |
Price to Book | 0.94 | 1.38 |
Price to Sales | 0.69 | 0.93 |
Price to Cash Flow | 4.47 | 5.91 |
Dividend Yield | 5.02 | 3.89 |
5 Years Earnings Growth | 8.07 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 29.37 | 20.19 |
Energy | 15.07 | 7.42 |
Consumer Cyclical | 13.59 | 11.78 |
Basic Materials | 11.94 | 7.79 |
Industrials | 11.25 | 14.15 |
Healthcare | 6.73 | 10.60 |
Consumer Defensive | 3.82 | 9.32 |
Communication Services | 3.59 | 6.13 |
Real Estate | 2.00 | 1.82 |
Technology | 1.99 | 8.58 |
Utilities | 0.65 | 3.41 |
Number of long holdings: 521
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.25 | 73.55 | +1.27% | |
TotalEnergies SE | FR0000120271 | 3.40 | 68.35 | +1.67% | |
UBS Group | CH0244767585 | 1.62 | 26.33 | -1.72% | |
Mercedes Benz Group | DE0007100000 | 1.54 | 68.350 | -5.82% | |
Zurich Insurance Group | CH0011075394 | 1.45 | 455.50 | +0.86% | |
Toyota Motor | JP3633400001 | 1.41 | 3,528.0 | 0.00% | |
Novartis | CH0012005267 | 1.20 | 90.54 | +0.85% | |
Stellantis NV | NL00150001Q9 | 1.18 | 20.230 | +2.17% | |
Saint Gobain | FR0000125007 | 1.18 | 80.24 | +0.93% | |
Santander | ES0113900J37 | 1.14 | 4.7700 | -0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.56B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.77B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.96B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.54B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.16B | 11.19 | 9.24 | 9.31 |
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