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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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20.986 +0.070 +0.32%

17/01 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 1.6B

Type: Fund

Market: Australia

Issuer: DFA Australia Limited

ISIN: AU60DFA00299

Asset Class: Equity

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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	1.690	1.690
Stocks	70.460	70.460
Bonds	27.810	27.810
Convertible	0.030	0.030
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.298	16.971
Price to Book	2.162	2.129
Price to Sales	1.490	2.153
Price to Cash Flow	9.163	10.014
Dividend Yield	2.763	3.126
5 Years Earnings Growth	9.972	9.853

Sector Allocation

Name	Net %	Category Average
Financial Services	18.840	19.328
Technology	15.320	13.763
Industrials	12.020	9.269
Basic Materials	11.010	9.363
Consumer Cyclical	10.990	8.734
Healthcare	8.090	10.006
Energy	5.900	5.221
Communication Services	5.750	6.507
Consumer Defensive	5.440	5.264
Real Estate	4.420	9.271
Utilities	2.230	4.068

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10,939

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.72	39.800	-1.99%
Apple	US0378331005	1.57	222.64	-3.19%
NVIDIA	US67066G1040	1.53	140.83	+2.27%
Commonwealth Bank Australia	AU000000CBA7	1.27	157.750	+0.99%
Microsoft	US5949181045	1.17	428.50	-0.12%
National Australia Bank	AU000000NAB4	0.82	39.260	+1.00%
Amazon.com	US0231351067	0.72	230.71	+2.11%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.71	-	-
Westpac Banking	AU000000WBC1	0.67	32.980	+0.73%
Goodman Group	AU000000GMG2	0.61	38.630	+2.06%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.57B	10.06	6.51	8.93
Dimensional Global Core Equity Trus	4.43B	26.74	11.14	11.63
Dimensional World Equity Trust	1.34B	16.86	7.30	9.53
Dimensional Australian Value Trust	1.1B	8.75	9.28	9.63
Dimensional World Allocation 50 50	1.06B	9.85	3.19	5.84

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dimensional World.	20.986	+0.070	+0.32%