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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.08 | 1.08 | 0.00 |
Shares | 98.89 | 98.89 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.35 | 13.84 |
Price to Book | 1.39 | 1.76 |
Price to Sales | 0.87 | 1.30 |
Price to Cash Flow | 6.34 | 8.05 |
Dividend Yield | 3.66 | 3.17 |
5 Years Earnings Growth | 8.93 | 9.88 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.88 | 16.21 |
Financial Services | 17.91 | 18.27 |
Consumer Cyclical | 13.13 | 10.83 |
Basic Materials | 10.23 | 7.05 |
Technology | 8.19 | 12.97 |
Energy | 8.04 | 5.20 |
Healthcare | 7.64 | 11.15 |
Consumer Defensive | 6.62 | 9.40 |
Communication Services | 4.79 | 5.32 |
Utilities | 2.43 | 2.86 |
Real Estate | 2.15 | 2.25 |
Number of long holdings: 5,212
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell PLC ADR (Representing - Ordinary Shares) | - | 0.96 | - | - | |
Future on E-mini S&P 500 Futures | - | 0.90 | - | - | |
TotalEnergies SE | FR0000120271 | 0.87 | 66.95 | +0.74% | |
Toyota Motor | JP3633400001 | 0.84 | 3,436.0 | +2.51% | |
Nestle | CH0038863350 | 0.78 | 96.62 | +1.26% | |
Novo Nordisk B | DK0062498333 | 0.71 | 903.3 | -1.05% | |
Louis Vuitton | FR0000121014 | 0.69 | 783.20 | -0.36% | |
ASML Holding NV ADR | - | 0.54 | - | - | |
Roche Holding Participation | CH0012032048 | 0.52 | 237.10 | +0.98% | |
BHP Group Ltd | AU000000BHP4 | 0.51 | 44.890 | +0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.26B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33.24B | 4.88 | 6.91 | 10.68 | ||
DFA Emerging Markets Core Equity I | 28.39B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.7B | 6.25 | 6.26 | 8.75 | ||
DFA US Small Cap Value I | 15.93B | -1.16 | 7.02 | 7.94 |
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