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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.02 | 1.02 | 0.00 |
Stocks | 98.98 | 98.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.13 | 11.31 |
Price to Book | 0.92 | 1.36 |
Price to Sales | 0.67 | 0.91 |
Price to Cash Flow | 4.26 | 5.71 |
Dividend Yield | 5.13 | 3.93 |
5 Years Earnings Growth | 9.11 | 9.56 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.84 | 20.11 |
Energy | 15.24 | 7.44 |
Basic Materials | 12.74 | 7.85 |
Consumer Cyclical | 12.72 | 11.64 |
Industrials | 11.39 | 13.96 |
Healthcare | 6.87 | 10.69 |
Consumer Defensive | 3.85 | 9.54 |
Communication Services | 3.59 | 6.26 |
Technology | 2.05 | 8.62 |
Real Estate | 2.02 | 1.80 |
Utilities | 0.69 | 3.50 |
Number of long holdings: 515
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.39 | 66.77 | +0.01% | |
TotalEnergies SE | FR0000120271 | 3.57 | 63.28 | +0.38% | |
UBS Group | CH0244767585 | 1.75 | 27.77 | -1.70% | |
Zurich Insurance Group | CH0011075394 | 1.43 | 487.20 | +0.45% | |
Mercedes Benz Group | DE0007100000 | 1.34 | 73.925 | +0.55% | |
Novartis | CH0012005267 | 1.27 | 87.15 | +0.57% | |
Toyota Motor | JP3633400001 | 1.20 | 3,802.0 | -1.22% | |
Santander | ES0113900J37 | 1.14 | 4.5555 | +1.17% | |
Saint Gobain | FR0000125007 | 1.12 | 71.96 | -0.29% | |
Bank of Nova Scotia | CA0641491075 | 1.07 | 69.42 | +1.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.25B | 6.35 | 10.71 | 11.47 | ||
DFA US Core Equity 2 I | 33.47B | 5.76 | 10.40 | 10.85 | ||
DFA International Core Equity I | 32.24B | 0.91 | 4.41 | 4.57 | ||
DFA Emerging Markets Core Equity I | 26.65B | 0.62 | -0.55 | 4.38 | ||
DFA US Large Cap Value I | 25.15B | 4.56 | 9.20 | 8.90 |
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