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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.910 | 99.910 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.368 | 16.405 |
Price to Book | 2.311 | 2.596 |
Price to Sales | 1.382 | 1.747 |
Price to Cash Flow | 9.626 | 10.014 |
Dividend Yield | 2.164 | 2.407 |
5 Years Earnings Growth | 10.601 | 10.789 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.920 | 18.665 |
Financial Services | 14.390 | 16.312 |
Industrials | 14.310 | 11.574 |
Consumer Cyclical | 11.740 | 12.079 |
Healthcare | 9.760 | 12.557 |
Energy | 7.260 | 6.027 |
Communication Services | 6.410 | 7.138 |
Consumer Defensive | 6.240 | 10.208 |
Basic Materials | 4.710 | 5.779 |
Real Estate | 2.800 | 1.937 |
Utilities | 2.460 | 2.296 |
Number of long holdings: 6,373
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.41 | - | - | |
Apple Inc | - | 3.20 | - | - | |
NVIDIA Corp | - | 2.35 | - | - | |
Amazon.com Inc | - | 1.58 | - | - | |
Meta Platforms Inc Class A | - | 1.33 | - | - | |
Alphabet Inc Class A | - | 0.79 | - | - | |
Alphabet Inc Class C | - | 0.75 | - | - | |
Eli Lilly and Co | - | 0.72 | - | - | |
Exxon Mobil Corp | - | 0.68 | - | - | |
Berkshire Hathaway Inc Class B | - | 0.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Australian Core Equity | 5.15B | 5.87 | 9.89 | 8.77 | ||
Dimensional World Allocation 70 30 | 1.42B | 6.17 | 6.17 | 7.48 | ||
Dimensional World Equity Trust | 1.14B | 8.94 | 10.09 | 9.68 | ||
Dimensional Australian Value Trust | 1.02B | 5.46 | 11.12 | 9.14 | ||
Dimensional World Allocation 50 50 | 989.04M | 4.65 | 4.08 | 6.06 |
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