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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.350 | 0.350 | 0.000 |
Stocks | 99.560 | 99.560 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.080 | 0.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.196 | 17.752 |
Price to Book | 2.282 | 2.850 |
Price to Sales | 1.375 | 2.017 |
Price to Cash Flow | 9.423 | 11.625 |
Dividend Yield | 2.225 | 2.102 |
5 Years Earnings Growth | 10.514 | 10.934 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.250 | 22.040 |
Financial Services | 15.020 | 15.459 |
Industrials | 14.040 | 12.082 |
Consumer Cyclical | 11.520 | 10.686 |
Healthcare | 9.850 | 14.345 |
Energy | 7.190 | 4.030 |
Communication Services | 6.530 | 7.248 |
Consumer Defensive | 6.320 | 8.440 |
Basic Materials | 5.230 | 4.364 |
Real Estate | 2.920 | 2.817 |
Utilities | 2.110 | 2.558 |
Number of long holdings: 8,192
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.94 | - | - | |
Apple Inc | - | 2.75 | - | - | |
NVIDIA Corp | - | 2.08 | - | - | |
Amazon.com Inc | - | 1.47 | - | - | |
Meta Platforms Inc Class A | - | 1.40 | - | - | |
Alphabet Inc Class A | - | 0.77 | - | - | |
Berkshire Hathaway Inc Class B | - | 0.67 | - | - | |
Alphabet Inc Class C | - | 0.67 | - | - | |
Broadcom Inc | - | 0.66 | - | - | |
Johnson & Johnson | - | 0.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.39B | 5.68 | 7.96 | 11.19 | ||
Global Sustainability Core EquityGA | 4.15B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.15B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 3.01B | 3.46 | 3.75 | 6.52 | ||
Dimensional World Allocation 60 40D | 3.01B | 3.50 | 3.76 | 6.52 |
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