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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 17.300 | 17.970 | 0.670 |
Stocks | 60.630 | 60.630 | 0.000 |
Bonds | 21.930 | 21.930 | 0.000 |
Convertible | 0.090 | 0.090 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.065 | 14.943 |
Price to Book | 1.979 | 2.082 |
Price to Sales | 1.222 | 1.544 |
Price to Cash Flow | 8.588 | 9.185 |
Dividend Yield | 2.455 | 3.104 |
5 Years Earnings Growth | 11.102 | 10.510 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.560 | 16.335 |
Financial Services | 15.490 | 16.946 |
Industrials | 14.680 | 12.431 |
Consumer Cyclical | 11.890 | 10.294 |
Healthcare | 9.100 | 10.863 |
Energy | 7.260 | 4.845 |
Consumer Defensive | 6.300 | 7.937 |
Communication Services | 6.270 | 6.440 |
Basic Materials | 6.240 | 5.767 |
Real Estate | 2.950 | 6.650 |
Utilities | 2.240 | 3.423 |
Number of long holdings: 11,255
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.68 | - | - | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.74 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 4.83 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 4.82 | - | - | |
Microsoft Corp | - | 1.35 | - | - | |
Apple Inc | - | 0.98 | - | - | |
NVIDIA Corp | - | 0.82 | - | - | |
Meta Platforms Inc Class A | - | 0.81 | - | - | |
Amazon.com Inc | - | 0.73 | - | - | |
Exxon Mobil Corp | - | 0.42 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.42B | 5.68 | 7.96 | 11.19 | ||
Dimensional Global Core Equity FuGD | 6.42B | 5.67 | 7.95 | 11.19 | ||
Global Sustainability Core EquityGA | 4.22B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.22B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40D | 3.02B | 3.50 | 3.76 | 6.52 |
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