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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.835 | 15.454 |
Price to Book | 1.912 | 2.039 |
Price to Sales | 1.503 | 1.776 |
Price to Cash Flow | 6.975 | 7.882 |
Dividend Yield | 4.548 | 4.549 |
5 Years Earnings Growth | 6.885 | 6.942 |
Name | Net % | Category Average |
---|---|---|
Basic Materials | 24.490 | 19.952 |
Financial Services | 22.200 | 28.359 |
Consumer Cyclical | 10.540 | 7.452 |
Industrials | 9.360 | 7.646 |
Energy | 8.870 | 5.587 |
Real Estate | 7.320 | 5.627 |
Consumer Defensive | 4.780 | 5.638 |
Healthcare | 4.750 | 10.830 |
Communication Services | 3.600 | 6.932 |
Technology | 3.460 | 3.289 |
Utilities | 0.620 | 1.409 |
Number of long holdings: 533
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 7.58 | 44.910 | -2.88% | |
Commonwealth Bank Australia | AU000000CBA7 | 4.80 | 120.730 | -0.63% | |
National Australia Bank | AU000000NAB4 | 3.25 | 34.400 | -1.12% | |
Woodside Energy | AU0000224040 | 2.59 | 27.750 | -0.07% | |
Goodman Group | AU000000GMG2 | 2.36 | 34.170 | +0.71% | |
Westpac Banking | AU000000WBC1 | 2.29 | 26.870 | -0.74% | |
ANZ Holdings | AU000000ANZ3 | 2.18 | 28.380 | -0.84% | |
Wesfarmers | AU000000WES1 | 2.03 | 66.310 | -1.22% | |
Rio Tinto Ltd | AU000000RIO1 | 1.80 | 133.500 | -1.96% | |
Fortescue Metals | AU000000FMG4 | 1.61 | 26.990 | -1.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 7.23B | 9.36 | 11.22 | 11.32 | ||
Dimensional World Allocation 70 30 | 1.42B | 3.39 | 4.34 | 7.08 | ||
Dimensional World Equity Trust | 1.14B | 5.78 | 7.79 | 9.23 | ||
Dimensional Australian Value Trust | 1.02B | 3.36 | 9.22 | 8.77 | ||
Dimensional World Allocation 50 50 | 989.04M | 2.70 | 2.79 | 5.76 |
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