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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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20.738 -0.054 -0.26%

27/03 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00299

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.63B

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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	1.150	1.150
Shares	69.760	69.760
Bonds	29.040	29.040
Convertible	0.030	0.030
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.276	17.016
Price to Book	2.167	2.150
Price to Sales	1.501	2.168
Price to Cash Flow	9.352	9.945
Dividend Yield	2.788	3.092
5 Years Earnings Growth	9.096	9.362

Sector Allocation

Name	Net %	Category Average
Financial Services	18.970	19.672
Technology	15.370	14.142
Industrials	11.700	9.439
Consumer Cyclical	11.120	9.027
Basic Materials	11.020	8.735
Healthcare	8.330	9.854
Communication Services	6.050	6.700
Energy	5.660	4.898
Consumer Defensive	5.470	5.163
Real Estate	4.210	9.107
Utilities	2.090	4.035

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10,979

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.92	38.400	-3.25%
Apple	US0378331005	1.58	217.90	-2.66%
NVIDIA	US67066G1040	1.34	109.67	-1.58%
Microsoft	US5949181045	1.16	378.80	-3.02%
Commonwealth Bank Australia	AU000000CBA7	1.15	149.480	-0.63%
Amazon.com	US0231351067	0.83	192.72	-4.29%
National Australia Bank	AU000000NAB4	0.82	33.895	-0.80%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.70	-	-
Westpac Banking	AU000000WBC1	0.66	31.310	-1.82%
Meta Platforms	US30303M1027	0.63	576.74	-4.29%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.52B	1.04	8.12	7.95
Dimensional Global Core Equity Trus	4.54B	2.14	14.31	10.97
Dimensional World Equity Trust	1.37B	1.70	9.84	8.82
Dimensional Australian Value Trust	1.08B	0.96	9.07	8.56
Dimensional World Allocation 50 50	1.07B	1.48	5.09	5.47

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