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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.940 | 99.940 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.026 | 15.893 |
Price to Book | 1.998 | 2.061 |
Price to Sales | 1.346 | 1.803 |
Price to Cash Flow | 8.156 | 8.641 |
Dividend Yield | 3.198 | 3.636 |
5 Years Earnings Growth | 9.943 | 8.835 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.660 | 20.354 |
Technology | 13.910 | 13.030 |
Basic Materials | 12.460 | 10.760 |
Industrials | 12.320 | 9.484 |
Consumer Cyclical | 11.090 | 9.094 |
Healthcare | 7.650 | 10.707 |
Energy | 7.580 | 6.055 |
Consumer Defensive | 5.630 | 5.248 |
Communication Services | 5.510 | 6.398 |
Real Estate | 4.310 | 7.180 |
Utilities | 1.900 | 2.500 |
Number of long holdings: 10,045
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 2.72 | 44.810 | +0.67% | |
Apple | US0378331005 | 1.88 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 1.73 | 415.13 | +0.23% | |
Commonwealth Bank Australia | AU000000CBA7 | 1.70 | 121.290 | +1.46% | |
NVIDIA | US67066G1040 | 1.47 | 1,096.33 | -0.82% | |
National Australia Bank | AU000000NAB4 | 1.17 | 34.460 | +1.62% | |
Amazon.com | US0231351067 | 0.91 | 176.44 | -1.60% | |
Woodside Energy | AU0000224040 | 0.89 | 27.930 | +0.83% | |
Westpac Banking | AU000000WBC1 | 0.83 | 26.630 | +2.50% | |
Goodman Group | AU000000GMG2 | 0.82 | 34.140 | +1.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 6.93B | 9.36 | 11.22 | 11.32 | ||
Dimensional Australian Core Equity | 5B | 3.08 | 7.61 | 8.32 | ||
Dimensional World Allocation 70 30 | 1.39B | 3.39 | 4.34 | 7.08 | ||
Dimensional Australian Value Trust | 982.8M | 3.36 | 9.22 | 8.77 | ||
Dimensional World Allocation 50 50 | 972.64M | 2.70 | 2.79 | 5.76 |
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