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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.15 | 0.03 |
Stocks | 99.87 | 99.87 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.11 | 19.60 |
Price to Book | 3.46 | 3.69 |
Price to Sales | 1.74 | 2.35 |
Price to Cash Flow | 13.60 | 13.52 |
Dividend Yield | 1.30 | 1.62 |
5 Years Earnings Growth | 12.29 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.01 | 26.45 |
Financial Services | 15.78 | 14.22 |
Industrials | 12.99 | 10.17 |
Consumer Cyclical | 12.98 | 10.24 |
Healthcare | 12.56 | 13.69 |
Communication Services | 9.25 | 8.20 |
Consumer Defensive | 5.58 | 6.54 |
Basic Materials | 2.40 | 2.75 |
Energy | 2.39 | 4.48 |
Utilities | 0.76 | 2.49 |
Real Estate | 0.32 | 2.34 |
Number of long holdings: 1,961
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 4.39 | - | - | |
NVIDIA Corp | - | 4.20 | - | - | |
Microsoft Corp | - | 3.19 | - | - | |
Meta Platforms Inc Class A | - | 3.09 | - | - | |
Amazon.com Inc | - | 2.41 | - | - | |
Alphabet Inc Class A | - | 1.64 | - | - | |
Alphabet Inc Class C | - | 1.52 | - | - | |
Broadcom Inc | - | 1.51 | - | - | |
UnitedHealth Group Inc | - | 1.28 | - | - | |
JPMorgan Chase & Co | - | 1.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.12B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 32.97B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 32.12B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.61B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 24.04B | 9.27 | 6.09 | 8.82 |
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