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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 1.03 | 0.12 |
Stocks | 99.09 | 99.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.38 | 11.63 |
Price to Book | 0.99 | 1.39 |
Price to Sales | 0.84 | 0.94 |
Price to Cash Flow | 5.34 | 5.95 |
Dividend Yield | 2.83 | 3.88 |
5 Years Earnings Growth | 14.20 | 9.56 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.94 | 20.21 |
Consumer Cyclical | 15.45 | 11.77 |
Basic Materials | 13.27 | 7.81 |
Industrials | 11.28 | 14.21 |
Energy | 10.84 | 7.45 |
Healthcare | 5.85 | 10.57 |
Consumer Defensive | 5.43 | 9.26 |
Communication Services | 4.97 | 6.11 |
Real Estate | 2.29 | 1.82 |
Utilities | 1.37 | 3.42 |
Technology | 1.32 | 8.58 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Toyota Motor | JP3633400001 | 2.75 | 3,436.0 | +2.51% | |
Royal Dutch Shell PLC ADR Class B | - | 2.65 | - | - | |
TotalEnergies SE | FR0000120271 | 2.04 | 66.95 | +0.74% | |
Mercedes Benz Group | DE0007100000 | 1.72 | 68.060 | -0.38% | |
BP PLC ADR | - | 1.29 | - | - | |
Bank of Montreal | - | 1.22 | - | - | |
Zurich Insurance Group | CH0011075394 | 1.16 | 471.00 | +0.41% | |
Allianz | DE0008404005 | 1.14 | 267.40 | +0.41% | |
Westpac Banking | AU000000WBC1 | 1.14 | 26.770 | +0.15% | |
Canadian Imperial Bank of Commerce | - | 1.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.26B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33.24B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.66B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 28.39B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.7B | 6.25 | 6.26 | 8.75 |
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