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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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21.182 +0.084 +0.40%

15/05 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00299

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.59B

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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	0.920	0.920
Shares	69.000	69.000
Bonds	30.030	30.030
Convertible	0.030	0.030
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.134	16.726
Price to Book	2.028	2.109
Price to Sales	1.405	2.130
Price to Cash Flow	8.730	9.827
Dividend Yield	2.901	3.123
5 Years Earnings Growth	9.336	9.382

Sector Allocation

Name	Net %	Category Average
Financial Services	19.140	19.625
Technology	14.390	13.835
Industrials	11.730	9.404
Basic Materials	11.470	8.793
Consumer Cyclical	10.630	8.910
Healthcare	8.470	9.983
Communication Services	6.110	6.672
Consumer Defensive	5.790	5.233
Energy	5.780	4.921
Real Estate	4.230	9.357
Utilities	2.260	4.047

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,259

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	2.04	39.720	+1.35%
Apple	US0378331005	1.52	211.26	-0.09%
NVIDIA	US67066G1040	1.24	135.40	+0.42%
Commonwealth Bank Australia	AU000000CBA7	1.12	169.660	-0.05%
Microsoft	US5949181045	1.07	454.27	+0.25%
National Australia Bank	AU000000NAB4	0.70	37.010	+1.15%
Amazon.com	US0231351067	0.70	205.59	+0.20%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.67	-	-
Westpac Banking	AU000000WBC1	0.64	31.610	+0.29%
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.64	-	-

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.53B	0.99	5.97	8.07
Dimensional Global Core Equity Trus	4.26B	-4.50	13.07	10.17
Dimensional World Equity Trust	1.33B	-2.09	8.36	8.38
Dimensional Australian Value Trust	1.08B	0.84	6.55	8.57
Dimensional World Allocation 50 50	1.06B	-0.18	5.40	5.26

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