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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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22.952 +0.050 +0.22%

08/10 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00299

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.78B

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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	0.150	0.150
Shares	69.920	69.920
Bonds	29.880	29.880
Convertible	0.030	0.030
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.246	17.206
Price to Book	2.229	2.146
Price to Sales	1.549	2.168
Price to Cash Flow	9.553	10.017
Dividend Yield	2.647	3.044
5 Years Earnings Growth	8.874	9.189

Sector Allocation

Name	Net %	Category Average
Financial Services	19.080	19.935
Technology	15.900	14.228
Industrials	12.020	9.504
Basic Materials	11.110	8.373
Consumer Cyclical	10.630	9.141
Healthcare	7.850	9.678
Communication Services	6.530	6.867
Energy	5.430	4.746
Consumer Defensive	5.050	5.099
Real Estate	4.160	9.198
Utilities	2.250	3.986

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,214

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	2.13	43.110	+2.91%
NVIDIA	US67066G1040	1.81	194.30	+2.74%
Microsoft	US5949181045	1.35	519.54	-1.01%
Apple	US0378331005	1.26	254.40	-1.42%
Commonwealth Bank Australia	AU000000CBA7	1.19	167.310	-1.25%
Amazon.com	US0231351067	0.89	223.94	-0.57%
National Australia Bank	AU000000NAB4	0.71	43.770	-1.40%
Meta Platforms	US30303M1027	0.65	727.52	+1.35%
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.64	-	-
Westpac Banking	AU000000WBC1	0.64	39.100	-0.43%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional World Equity Trust	1.54B	11.40	14.85	10.20
Dimensional World Allocation 50 50	1.17B	7.23	9.04	6.15
Dimensional Australian Large Compan	972.79M	12.12	12.74	9.85
Dimensional Global Real Estate Trus	955.46M	3.86	6.18	6.24

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