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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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22.074 +0.033 +0.15%

07/08 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00299

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.69B

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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	0.180	0.180
Shares	69.940	69.940
Bonds	29.820	29.820
Convertible	0.040	0.040
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.699	16.952
Price to Book	2.179	2.122
Price to Sales	1.512	2.145
Price to Cash Flow	9.341	9.896
Dividend Yield	2.754	3.089
5 Years Earnings Growth	8.766	9.230

Sector Allocation

Name	Net %	Category Average
Financial Services	19.540	19.877
Technology	15.490	14.057
Industrials	11.990	9.514
Basic Materials	11.110	8.307
Consumer Cyclical	10.530	9.091
Healthcare	7.740	9.749
Communication Services	6.530	6.844
Energy	5.410	4.790
Consumer Defensive	5.230	5.131
Real Estate	4.220	9.254
Utilities	2.220	4.155

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,121

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	2.08	40.210	+0.85%
NVIDIA	US67066G1040	1.63	182.70	+1.07%
Commonwealth Bank Australia	AU000000CBA7	1.30	176.610	-0.85%
Microsoft	US5949181045	1.28	522.04	+0.23%
Apple	US0378331005	1.26	229.35	+4.24%
Amazon.com	US0231351067	0.84	222.69	-0.20%
National Australia Bank	AU000000NAB4	0.76	38.490	-0.85%
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.66	-	-
Westpac Banking	AU000000WBC1	0.66	33.660	-0.97%
Meta Platforms	US30303M1027	0.62	769.30	+0.98%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional World Equity Trust	1.45B	8.07	13.37	9.25
Dimensional World Allocation 50 50	1.12B	5.39	7.76	5.66
Dimensional Australian Large Compan	921.73M	9.18	12.21	8.66
Dimensional Global Real Estate Trus	921.17M	1.79	3.98	5.73

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