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Dimensional World Allocation 50/50 Trust (0P0000YVD6)

Sydney

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16.033 +0.027 +0.17%

29/05 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00331

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.06B

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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	14.610	14.610
Shares	49.110	49.110
Bonds	36.210	36.210
Convertible	0.050	0.050
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.298	15.783
Price to Book	2.022	2.094
Price to Sales	1.409	1.700
Price to Cash Flow	8.672	8.585
Dividend Yield	2.904	3.274
5 Years Earnings Growth	8.876	9.011

Sector Allocation

Name	Net %	Category Average
Financial Services	19.310	19.966
Technology	14.250	13.176
Industrials	11.810	9.838
Basic Materials	11.690	8.179
Consumer Cyclical	10.790	9.387
Healthcare	8.410	9.425
Communication Services	6.160	7.141
Consumer Defensive	5.720	5.452
Energy	5.230	6.017
Real Estate	4.330	7.037
Utilities	2.290	4.386

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,650

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.51	38.250	+0.26%
Apple	US0378331005	1.01	200.85	+0.45%
Commonwealth Bank Australia	AU000000CBA7	0.88	175.950	+0.87%
NVIDIA	US67066G1040	0.87	135.13	-2.92%
Microsoft	US5949181045	0.78	460.36	+0.37%
Sweden (Kingdom Of) 2.5%	SE0005676608	0.75	-	-
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.56	-	-
Amazon.com	US0231351067	0.55	205.01	-0.34%
National Australia Bank	AU000000NAB4	0.53	38.000	+1.33%
Singapore (Republic of) 0%	SGXZ52337870	0.50	-	-

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional World Allocation 70 30	1.59B	-1.43	4.24	3.72
Dimensional World Equity Trust	1.33B	-2.89	5.59	5.79
Dimensional Global Real Estate Trus	904.46M	-1.60	-0.82	3.36
Dimensional Australian Large Compan	863.99M	0.99	7.15	7.77

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