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Dimensional World Allocation 50/50 Trust (0P0000YVD6)

Sydney

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14.829 -0.030 -0.23%

30/04 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 989.04M

Type: Fund

Market: Australia

Issuer: DFA Australia Limited

ISIN: AU60DFA00331

Asset Class: Equity

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0P0000YVD6 Holdings

Comprehensive information about top holdings and Key Holding Information for the Dimensional World Allocation 50/50 Trust (0P0000YVD6) fund. Our Dimensional World Allocation 50/50 Trust portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %
Cash	12.210	12.210
Stocks	50.500	50.500
Bonds	37.230	37.230
Convertible	0.020	0.020
Preferred	0.010	0.010
Other	0.030	0.030

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.277	15.439
Price to Book	1.990	2.027
Price to Sales	1.313	1.597
Price to Cash Flow	7.692	7.862
Dividend Yield	3.195	3.635
5 Years Earnings Growth	9.768	9.097

Sector Allocation

Name	Net %	Category Average
Financial Services	17.440	17.847
Technology	14.640	12.960
Industrials	12.360	9.852
Basic Materials	11.800	9.041
Consumer Cyclical	11.520	9.419
Healthcare	7.800	9.958
Energy	7.290	6.995
Consumer Defensive	5.630	5.540
Communication Services	5.480	6.602
Real Estate	4.300	7.905
Utilities	1.750	3.960

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10,732

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.40	42.320	-1.65%
Microsoft	US5949181045	1.02	394.72	+1.38%
Apple	US0378331005	0.98	170.92	+0.35%
Province of Alberta 3.1%	-	0.87	-	-
Ontario (Province Of) 3.5%	-	0.87	-	-
Commonwealth Bank Australia	AU000000CBA7	0.85	113.920	-0.54%
New Zealand (Government Of) 0.5%	NZGOVDT524C5	0.80	-	-
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.62	-	-
National Australia Bank	AU000000NAB4	0.60	33.790	-0.03%
NVIDIA	US67066G1040	0.60	818.76	-5.24%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Global Core Equity Trus	7.23B	13.39	13.57	11.80
Dimensional Australian Core Equity	5.15B	5.87	9.89	8.77
Dimensional World Allocation 70 30	1.42B	6.17	6.17	7.48
Dimensional World Equity Trust	1.14B	8.94	10.09	9.68
Dimensional Australian Value Trust	1.02B	5.46	11.12	9.14

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	Dimensional World.	14.829	-0.030	-0.23%