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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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21.619 +0.042 +0.19%

26/06 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00299

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.65B

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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	0.690	0.690
Shares	69.110	69.110
Bonds	30.140	30.140
Convertible	0.040	0.040
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.279	16.809
Price to Book	2.019	2.112
Price to Sales	1.406	2.136
Price to Cash Flow	8.667	9.864
Dividend Yield	2.903	3.101
5 Years Earnings Growth	8.887	9.190

Sector Allocation

Name	Net %	Category Average
Financial Services	19.310	19.807
Technology	14.290	13.882
Industrials	11.810	9.469
Basic Materials	11.650	8.642
Consumer Cyclical	10.810	8.970
Healthcare	8.410	9.937
Communication Services	6.170	6.747
Consumer Defensive	5.710	5.223
Energy	5.210	4.783
Real Estate	4.320	9.280
Utilities	2.290	4.030

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,346

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	2.12	37.530	+3.90%
Apple	US0378331005	1.42	201.08	+0.04%
Commonwealth Bank Australia	AU000000CBA7	1.23	185.360	-2.81%
NVIDIA	US67066G1040	1.22	157.75	+1.76%
Microsoft	US5949181045	1.10	495.94	-0.30%
Amazon.com	US0231351067	0.77	223.30	+2.85%
National Australia Bank	AU000000NAB4	0.75	39.260	-1.58%
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.67	-	-
Westpac Banking	AU000000WBC1	0.67	33.900	-1.94%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.57	-	-

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional World Equity Trust	1.41B	2.83	10.72	8.61
Dimensional World Allocation 50 50	1.09B	2.36	6.55	5.31
Dimensional Global Real Estate Trus	924.77M	1.43	4.64	6.09
Dimensional Australian Large Compan	906.42M	5.67	9.45	8.18

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