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Dimensional World Allocation 50/50 Trust (0P0000YVD6)

Sydney

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16.191 +0.015 +0.09%

14/07 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00331

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.09B

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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	14.160	14.160
Shares	50.210	50.210
Bonds	35.570	35.570
Convertible	0.050	0.050
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.177	15.972
Price to Book	2.118	2.118
Price to Sales	1.470	1.722
Price to Cash Flow	9.109	8.703
Dividend Yield	2.810	3.252
5 Years Earnings Growth	8.426	9.051

Sector Allocation

Name	Net %	Category Average
Financial Services	19.200	19.943
Technology	14.830	13.436
Industrials	11.960	9.897
Basic Materials	11.540	8.096
Consumer Cyclical	10.700	9.486
Healthcare	8.060	9.285
Communication Services	6.430	7.114
Consumer Defensive	5.510	5.420
Energy	5.230	5.967
Real Estate	4.270	6.995
Utilities	2.260	4.369

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,635

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.56	39.390	-0.86%
NVIDIA	US67066G1040	1.04	170.94	+4.19%
Apple	US0378331005	0.92	211.52	+1.39%
Commonwealth Bank Australia	AU000000CBA7	0.89	179.760	+0.58%
Microsoft	US5949181045	0.88	507.87	+0.96%
Amazon.com	US0231351067	0.59	227.01	+0.58%
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.54	-	-
National Australia Bank	AU000000NAB4	0.54	39.610	-0.13%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.46	-	-
Westpac Banking	AU000000WBC1	0.46	33.790	+0.69%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional World Allocation 70 30	1.65B	4.58	11.01	7.21
Dimensional World Equity Trust	1.41B	-2.09	8.35	8.27
Dimensional Global Real Estate Trus	924.77M	0.65	5.98	6.45
Dimensional Australian Large Compan	906.42M	6.76	13.25	8.90

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