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Dimensional World Allocation 50/50 Trust (0P0000YVD6)

Sydney

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15.684 +0.010 +0.08%

20/12 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00331

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.03B

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0P0000YVD6 Holdings

Comprehensive information about top holdings and Key Holding Information for the Dimensional World Allocation 50/50 Trust (0P0000YVD6) fund. Our Dimensional World Allocation 50/50 Trust portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	13.450	13.450
Shares	49.890	49.890
Bonds	36.620	36.620
Convertible	0.020	0.020
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.665	16.000
Price to Book	2.086	2.102
Price to Sales	1.437	1.698
Price to Cash Flow	8.710	8.604
Dividend Yield	2.871	3.278
5 Years Earnings Growth	10.736	9.916

Sector Allocation

Name	Net %	Category Average
Financial Services	18.370	18.781
Technology	15.110	13.424
Industrials	11.830	9.775
Basic Materials	11.760	8.593
Consumer Cyclical	10.870	9.306
Healthcare	8.110	9.754
Energy	6.060	6.474
Communication Services	5.750	6.723
Consumer Defensive	5.470	5.503
Real Estate	4.480	7.035
Utilities	2.180	4.635

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,228

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.31	39.900	+0.78%
Apple	US0378331005	1.09	254.49	+1.88%
NVIDIA	US67066G1040	1.07	134.70	+3.08%
Commonwealth Bank Australia	AU000000CBA7	0.88	154.680	+2.94%
Microsoft	US5949181045	0.82	436.60	-0.10%
Australia .25 21-Nov-2024	AU0000083768	0.75	99.870	+0.07%
National Australia Bank	AU000000NAB4	0.61	37.140	+2.12%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.60	-	-
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.52	-	-
Westpac Banking	AU000000WBC1	0.48	32.290	+1.96%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.39B	13.13	8.74	9.41
Dimensional Global Core Equity Trus	4.22B	25.39	11.61	11.85
Dimensional World Allocation 70 30	1.55B	13.64	5.58	7.51
Dimensional World Equity Trust	1.28B	18.40	8.99	9.84
Dimensional Australian Value Trust	1.06B	12.56	12.35	10.06

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dimensional World.	15.684	+0.010	+0.08%