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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.41 | 1.41 | 0.00 |
Stocks | 98.59 | 98.59 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.41 | 11.58 |
Price to Book | 0.94 | 1.38 |
Price to Sales | 0.69 | 0.93 |
Price to Cash Flow | 4.47 | 5.91 |
Dividend Yield | 5.02 | 3.89 |
5 Years Earnings Growth | 8.07 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 29.37 | 20.19 |
Energy | 15.07 | 7.42 |
Consumer Cyclical | 13.59 | 11.78 |
Basic Materials | 11.94 | 7.79 |
Industrials | 11.25 | 14.15 |
Healthcare | 6.73 | 10.60 |
Consumer Defensive | 3.82 | 9.32 |
Communication Services | 3.59 | 6.13 |
Real Estate | 2.00 | 1.82 |
Technology | 1.99 | 8.58 |
Utilities | 0.65 | 3.41 |
Number of long holdings: 521
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.25 | 72.38 | +0.37% | |
TotalEnergies SE | FR0000120271 | 3.40 | 66.36 | -0.73% | |
UBS Group | CH0244767585 | 1.62 | 24.59 | +1.24% | |
Mercedes Benz Group | DE0007100000 | 1.54 | 71.580 | +0.94% | |
Zurich Insurance Group | CH0011075394 | 1.45 | 439.00 | -0.39% | |
Toyota Motor | JP3633400001 | 1.41 | 3,581.0 | -0.67% | |
Novartis | CH0012005267 | 1.20 | 87.97 | -1.01% | |
Stellantis NV | NL00150001Q9 | 1.18 | 20.330 | +1.75% | |
Saint Gobain | FR0000125007 | 1.18 | 77.70 | +2.64% | |
Santander | ES0113900J37 | 1.14 | 4.5305 | -0.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.37B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 33.62B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 32.19B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.75B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 25.35B | 11.19 | 9.24 | 9.31 |
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