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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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22.926 +0.009 +0.04%

06/11 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

Issuer: DFA Australia Limited

ISIN: AU60DFA00299

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.82B

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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	0.050	0.050
Shares	70.140	70.140
Bonds	29.750	29.750
Convertible	0.030	0.030
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.934	17.332
Price to Book	2.316	2.165
Price to Sales	1.620	2.105
Price to Cash Flow	9.819	10.019
Dividend Yield	2.511	3.025
5 Years Earnings Growth	8.657	9.094

Sector Allocation

Name	Net %	Category Average
Financial Services	18.920	20.095
Technology	16.220	14.334
Basic Materials	12.360	8.480
Industrials	11.870	9.405
Consumer Cyclical	10.540	9.029
Healthcare	7.530	9.346
Communication Services	6.500	6.900
Energy	5.000	4.677
Consumer Defensive	4.770	4.907
Real Estate	4.110	9.265
Utilities	2.180	3.819

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,476

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	2.26	42.525	-0.29%
NVIDIA	US67066G1040	1.78	188.15	+0.04%
Apple	US0378331005	1.45	268.47	-0.48%
Microsoft	US5949181045	1.23	496.82	-0.06%
Commonwealth Bank Australia	AU000000CBA7	1.07	175.065	-0.48%
National Australia Bank	AU000000NAB4	0.76	43.380	-0.14%
Amazon.com	US0231351067	0.74	244.41	+0.56%
Westpac Banking	AU000000WBC1	0.74	39.405	+1.09%
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.63	-	-
Wesfarmers	AU000000WES1	0.58	80.825	+0.07%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional World Equity Trust	1.58B	13.04	17.93	10.67
Dimensional World Allocation 50 50	1.18B	8.36	11.13	6.36
Dimensional Australian Large Compan	966.85M	11.01	14.58	10.07
Dimensional Global Real Estate Trus	951.42M	2.64	8.68	5.85

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