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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.240 | 0.240 | 0.000 |
Stocks | 99.580 | 99.580 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.140 | 0.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.511 | 17.705 |
Price to Book | 2.479 | 2.841 |
Price to Sales | 1.376 | 2.029 |
Price to Cash Flow | 10.929 | 11.669 |
Dividend Yield | 2.055 | 2.126 |
5 Years Earnings Growth | 10.934 | 10.957 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.730 | 21.967 |
Financial Services | 17.250 | 15.539 |
Industrials | 13.980 | 12.107 |
Consumer Cyclical | 11.680 | 10.551 |
Healthcare | 11.610 | 14.334 |
Communication Services | 7.810 | 7.315 |
Consumer Defensive | 5.770 | 8.432 |
Basic Materials | 3.750 | 4.395 |
Real Estate | 2.950 | 2.791 |
Energy | 2.400 | 4.064 |
Utilities | 1.070 | 2.606 |
Number of long holdings: 6,103
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.66 | 213.92 | +2.32% | |
NVIDIA | US67066G1040 | 2.97 | 123.81 | -1.81% | |
Meta Platforms | US30303M1027 | 2.07 | 511.20 | +0.12% | |
Microsoft | US5949181045 | 1.94 | 451.84 | +0.20% | |
Amazon.com | US0231351067 | 1.41 | 193.65 | +3.92% | |
Alphabet A | US02079K3059 | 1.06 | 183.54 | -0.27% | |
Alphabet C | US02079K1079 | 1.04 | 185.01 | -0.31% | |
J&J | US4781601046 | 1.01 | 146.92 | -0.18% | |
Novo Nordisk B | DK0062498333 | 0.73 | 1,007.0 | -2.04% | |
UnitedHealth | US91324P1021 | 0.68 | 487.17 | +0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 6.47B | 8.45 | 5.29 | 8.21 | ||
Dimensional Global Core Equity FuUD | 6.47B | 8.49 | 5.30 | 8.21 | ||
Global Sustainability Core EquityUA | 4.27B | 8.06 | 4.87 | 8.62 | ||
Dimensional Pacific Basin Small Com | 117.98M | 1.75 | -0.78 | 4.50 | ||
Dimensional Pacific Basin Small CUA | 117.98M | -0.42 | -1.62 | 4.47 |
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