DFA Investment Dimensions Group Inc. - Tax-Managed U.S. Marketwide Value Portfolio (DTMMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:01PM EDT. Market open.
Overall portfolio composition (%)
Cash0.19%
Stocks99.81%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%
Sector weightings (%)
Sector(s)DTMMX
Basic materials3.12%
Consumer cyclical6.67%
Financial services22.40%
Property0.28%
Consumer defensive7.06%
Healthcare18.19%
Utilities0.08%
Communication services14.24%
Energy5.42%
Industrials14.08%
Technology8.47%
Equity holdings
AverageDTMMXCategory average
Price/Earnings16.060.06
Price/book2.130.41
Price/sales1.310.59
Price/Cash flow10.650.09
Median market cap60,269.54115,065.59
3-year earnings growth4.9617.22
Bond holdings
AverageDTMMXCategory average
MaturityN/AN/A
DurationN/AN/A
Credit qualityN/AN/A
Bond ratings
Sector(s)DTMMX
US government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%
Top 10 holdings (29.26% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| JPMorgan Chase & Co | JPM | 4.35% |
| Comcast Corp Class A | CMCSA | 4.14% |
| Charter Communications Inc Class A | CHTR | 3.39% |
| Bank of America Corp | BAC | 3.03% |
| Thermo Fisher Scientific Inc | TMO | 2.96% |
| Intel Corp | INTC | 2.69% |
| Anthem Inc | ANTM | 2.32% |
| AT&T Inc | T | 2.28% |
| Pfizer Inc | PFE | 2.08% |
| Walmart Inc | WMT | 2.02% |
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