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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 14.490 | 15.190 | 0.700 |
Stocks | 60.520 | 60.520 | 0.000 |
Bonds | 24.900 | 24.900 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.500 | 14.935 |
Price to Book | 1.905 | 2.081 |
Price to Sales | 1.160 | 1.543 |
Price to Cash Flow | 8.126 | 9.156 |
Dividend Yield | 2.553 | 3.099 |
5 Years Earnings Growth | 11.103 | 10.512 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.930 | 16.322 |
Financial Services | 15.430 | 16.954 |
Industrials | 14.650 | 12.421 |
Consumer Cyclical | 11.870 | 10.302 |
Healthcare | 9.280 | 10.890 |
Energy | 6.990 | 4.821 |
Communication Services | 6.340 | 6.449 |
Consumer Defensive | 6.240 | 7.969 |
Basic Materials | 6.100 | 5.792 |
Real Estate | 2.990 | 6.620 |
Utilities | 2.200 | 3.414 |
Number of long holdings: 11,161
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.76 | - | - | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.82 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 4.86 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 4.85 | - | - | |
Microsoft | US5949181045 | 1.38 | 406.32 | +1.82% | |
Apple | US0378331005 | 1.08 | 169.30 | -0.35% | |
Meta Platforms | US30303M1027 | 0.85 | 443.29 | +0.43% | |
NVIDIA | US67066G1040 | 0.67 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 0.64 | 179.62 | +3.43% | |
Exxon Mobil | US30231G1022 | 0.39 | 117.86 | -2.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.57B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.57B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGA | 4.02B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.02B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40D | 2.94B | 5.17 | 5.13 | 6.66 |
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