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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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19.890 -0.110 -0.55%

16/04 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00299

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.58B

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0P0000UAPB Holdings

Comprehensive information about top holdings and Key Holding Information for the Dimensional World Allocation 70/30 Trust (0P0000UAPB) fund. Our Dimensional World Allocation 70/30 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	0.950	0.950
Shares	69.420	69.420
Bonds	29.570	29.570
Convertible	0.030	0.030
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.126	16.970
Price to Book	2.113	2.148
Price to Sales	1.451	2.161
Price to Cash Flow	9.185	9.919
Dividend Yield	2.799	3.098
5 Years Earnings Growth	9.622	9.377

Sector Allocation

Name	Net %	Category Average
Financial Services	18.960	19.672
Technology	15.160	14.128
Industrials	11.710	9.443
Basic Materials	10.990	8.741
Consumer Cyclical	10.910	9.010
Healthcare	8.450	9.871
Communication Services	6.140	6.695
Consumer Defensive	5.690	5.174
Energy	5.590	4.893
Real Estate	4.240	9.106
Utilities	2.140	4.040

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,216

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.94	36.480	+1.14%
Apple	US0378331005	1.62	193.09	-1.97%
NVIDIA	US67066G1040	1.40	96.91	-4.51%
Commonwealth Bank Australia	AU000000CBA7	1.13	161.250	+1.21%
Microsoft	US5949181045	1.11	359.17	-2.34%
Amazon.com	US0231351067	0.75	167.27	-3.09%
National Australia Bank	AU000000NAB4	0.69	33.990	-0.38%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.66	-	-
Westpac Banking	AU000000WBC1	0.63	31.150	-0.22%
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.61	-	-

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.39B	-1.83	4.85	7.68
Dimensional Global Core Equity Trus	4.36B	-1.96	13.35	10.41
Dimensional World Equity Trust	1.33B	-1.80	7.71	8.42
Dimensional Australian Value Trust	1.08B	-0.56	5.93	8.45
Dimensional World Allocation 50 50	1.05B	-0.34	4.54	5.24

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