
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.630 | 0.660 | 0.030 |
Stocks | 99.470 | 99.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.996 | 18.180 |
Price to Book | 2.345 | 3.079 |
Price to Sales | 1.467 | 2.239 |
Price to Cash Flow | 9.972 | 12.440 |
Dividend Yield | 2.162 | 2.017 |
5 Years Earnings Growth | 9.768 | 10.624 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.010 | 24.134 |
Financial Services | 15.930 | 16.321 |
Industrials | 13.430 | 11.422 |
Consumer Cyclical | 11.280 | 10.779 |
Healthcare | 9.830 | 12.990 |
Communication Services | 6.840 | 7.964 |
Consumer Defensive | 6.430 | 7.583 |
Energy | 5.490 | 3.467 |
Basic Materials | 4.530 | 3.918 |
Real Estate | 2.770 | 2.722 |
Utilities | 2.460 | 2.566 |
Number of long holdings: 7,889
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.44 | 242.84 | -1.70% | |
NVIDIA | US67066G1040 | 3.35 | 132.25 | +4.44% | |
Microsoft | US5949181045 | 2.62 | 403.15 | +1.32% | |
Amazon.com | US0231351067 | 1.96 | 217.06 | +2.00% | |
Meta Platforms | US30303M1027 | 1.27 | 680.51 | +3.50% | |
Alphabet A | US02079K3059 | 0.91 | 175.03 | -0.22% | |
Alphabet C | US02079K1079 | 0.78 | 177.02 | -0.20% | |
Berkshire Hathaway B | US0846707026 | 0.66 | 496.32 | -0.70% | |
J&J | US4781601046 | 0.64 | 163.22 | -1.73% | |
Visa A | US92826C8394 | 0.63 | 351.18 | -0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuUD | 7.78B | 3.48 | 7.82 | 9.43 | ||
Global Sustainability Core EquityUA | 4.95B | 3.65 | 8.24 | 10.10 | ||
Global Sustainability Core Equity F | 4.95B | 3.64 | 8.24 | 10.09 | ||
Dimensional Pacific Basin Small Com | 136.74M | 1.38 | 1.67 | 5.05 | ||
Dimensional Pacific Basin Small CUA | 136.74M | 1.04 | -0.94 | 5.01 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review