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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.210 | 0.210 | 0.000 |
Stocks | 99.690 | 99.690 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.650 | 17.651 |
Price to Book | 2.204 | 2.829 |
Price to Sales | 1.339 | 2.013 |
Price to Cash Flow | 9.168 | 11.603 |
Dividend Yield | 2.345 | 2.124 |
5 Years Earnings Growth | 10.340 | 10.940 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.990 | 21.932 |
Financial Services | 15.010 | 15.514 |
Industrials | 14.020 | 12.114 |
Consumer Cyclical | 11.280 | 10.616 |
Healthcare | 9.790 | 14.355 |
Energy | 7.410 | 4.046 |
Communication Services | 6.630 | 7.296 |
Consumer Defensive | 6.560 | 8.456 |
Basic Materials | 5.240 | 4.389 |
Real Estate | 2.830 | 2.787 |
Utilities | 2.240 | 2.592 |
Number of long holdings: 8,162
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.84 | 193.12 | -1.91% | |
Microsoft | US5949181045 | 2.82 | 427.87 | +0.95% | |
NVIDIA | US67066G1040 | 2.19 | 121.79 | +0.75% | |
Amazon.com | US0231351067 | 1.55 | 187.06 | +1.50% | |
Meta Platforms | US30303M1027 | 1.29 | 502.60 | +1.96% | |
Alphabet A | US02079K3059 | 0.90 | 175.01 | +0.43% | |
Alphabet C | US02079K1079 | 0.79 | 176.63 | +0.50% | |
Broadcom | US11135F1012 | 0.68 | 1,441.38 | +2.47% | |
Berkshire Hathaway B | US0846707026 | 0.66 | 410.81 | -0.70% | |
Eli Lilly | US5324571083 | 0.65 | 865.00 | +1.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUA | 6.38B | 8.45 | 5.29 | 8.21 | ||
Global Sustainability Core EquityUA | 4.22B | 8.29 | 7.17 | 8.87 | ||
Global Sustainability Core Equity F | 4.22B | 8.29 | 7.16 | 8.87 | ||
Dimensional Pacific Basin Small Com | 116.5M | 1.75 | -0.78 | 4.50 | ||
Dimensional Pacific Basin Small CUA | 116.5M | -0.42 | -1.62 | 4.47 |
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