Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.210 | 0.210 | 0.000 |
Stocks | 99.690 | 99.690 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.650 | 17.663 |
Price to Book | 2.204 | 2.832 |
Price to Sales | 1.339 | 2.017 |
Price to Cash Flow | 9.168 | 11.625 |
Dividend Yield | 2.345 | 2.128 |
5 Years Earnings Growth | 10.340 | 10.962 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.990 | 21.940 |
Financial Services | 15.010 | 15.522 |
Industrials | 14.020 | 12.094 |
Consumer Cyclical | 11.280 | 10.589 |
Healthcare | 9.790 | 14.355 |
Energy | 7.410 | 4.067 |
Communication Services | 6.630 | 7.289 |
Consumer Defensive | 6.560 | 8.453 |
Basic Materials | 5.240 | 4.391 |
Real Estate | 2.830 | 2.793 |
Utilities | 2.240 | 2.589 |
Number of long holdings: 8,162
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.84 | 212.49 | -0.82% | |
Microsoft | US5949181045 | 2.82 | 442.57 | +0.22% | |
NVIDIA | US67066G1040 | 2.19 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 1.55 | 183.66 | -0.09% | |
Meta Platforms | US30303M1027 | 1.29 | 504.16 | +0.11% | |
Alphabet A | US02079K3059 | 0.90 | 176.79 | +0.93% | |
Alphabet C | US02079K1079 | 0.79 | 178.37 | +0.92% | |
Broadcom | US11135F1012 | 0.68 | 1,735.04 | +3.34% | |
Berkshire Hathaway B | US0846707026 | 0.66 | 405.54 | -0.09% | |
Eli Lilly | US5324571083 | 0.65 | 878.45 | -0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 6.38B | 8.45 | 5.29 | 8.21 | ||
Global Sustainability Core EquityUA | 4.23B | 8.29 | 7.17 | 8.87 | ||
Global Sustainability Core Equity F | 4.23B | 8.29 | 7.16 | 8.87 | ||
Dimensional Pacific Basin Small CUA | 116.79M | -0.42 | -1.62 | 4.47 | ||
Dimensional Pacific Basin Small Com | 116.79M | 1.75 | -0.78 | 4.50 |
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