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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.180 | 0.180 | 0.000 |
Stocks | 99.660 | 99.660 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.681 | 17.692 |
Price to Book | 2.510 | 2.835 |
Price to Sales | 1.366 | 2.016 |
Price to Cash Flow | 10.881 | 11.625 |
Dividend Yield | 1.955 | 2.115 |
5 Years Earnings Growth | 11.111 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.290 | 21.951 |
Financial Services | 16.640 | 15.485 |
Industrials | 14.040 | 12.117 |
Consumer Cyclical | 12.030 | 10.648 |
Healthcare | 11.510 | 14.349 |
Communication Services | 7.980 | 7.297 |
Consumer Defensive | 5.520 | 8.449 |
Basic Materials | 3.710 | 4.376 |
Real Estate | 2.940 | 2.805 |
Energy | 2.290 | 4.038 |
Utilities | 1.050 | 2.587 |
Number of long holdings: 6,163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 194.15 | +0.06% | |
Meta Platforms | US30303M1027 | 2.53 | 475.16 | -0.49% | |
NVIDIA | US67066G1040 | 2.43 | 1,151.19 | +0.10% | |
Microsoft | US5949181045 | 2.01 | 412.92 | -0.15% | |
Amazon.com | US0231351067 | 1.30 | 178.11 | -0.13% | |
Alphabet A | US02079K3059 | 0.88 | 173.19 | +0.01% | |
Alphabet C | US02079K1079 | 0.86 | 174.53 | +0.06% | |
Broadcom | US11135F1012 | 0.77 | 1,315.06 | -0.52% | |
J&J | US4781601046 | 0.76 | 147.24 | -0.34% | |
UnitedHealth | US91324P1021 | 0.68 | 503.50 | +1.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.32B | 5.68 | 7.96 | 11.19 | ||
Dimensional Global Core Equity FuGD | 6.32B | 5.67 | 7.95 | 11.19 | ||
Global Sustainability Core EquityGA | 4.2B | 9.36 | 10.37 | 11.95 | ||
Dimensional World Allocation 60 40A | 3B | 3.46 | 3.75 | 6.52 | ||
Dimensional World Allocation 60 40D | 3B | 3.50 | 3.76 | 6.52 |
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