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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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20.849 +0.020 +0.11%

21/11 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 1.55B

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	2.160	2.160
Stocks	70.630	70.630
Bonds	27.150	27.150
Convertible	0.030	0.030
Other	0.030	0.030

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.715	16.824
Price to Book	2.114	2.101
Price to Sales	1.451	2.132
Price to Cash Flow	8.782	9.914
Dividend Yield	2.835	3.155
5 Years Earnings Growth	10.930	9.875

Sector Allocation

Name	Net %	Category Average
Financial Services	17.850	19.126
Technology	14.940	13.744
Basic Materials	12.030	9.466
Industrials	11.880	9.255
Consumer Cyclical	11.140	8.760
Healthcare	8.060	10.095
Energy	6.150	5.022
Communication Services	5.650	6.420
Consumer Defensive	5.570	5.048
Real Estate	4.540	9.206
Utilities	2.190	4.083

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10,891

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.98	40.160	+0.88%
Apple	US0378331005	1.54	229.77	+0.55%
NVIDIA	US67066G1040	1.34	141.88	-3.27%
Commonwealth Bank Australia	AU000000CBA7	1.24	159.030	+1.79%
Microsoft	US5949181045	1.19	417.00	+1.00%
National Australia Bank	AU000000NAB4	0.82	40.070	+1.42%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.75	-	-
Westpac Banking	AU000000WBC1	0.66	33.830	+0.86%
Amazon.com	US0231351067	0.63	197.12	-0.64%
Goodman Group	AU000000GMG2	0.63	37.250	+0.54%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.39B	9.75	7.58	8.69
Dimensional Global Core Equity Trus	4.22B	18.88	10.79	11.73
Dimensional World Equity Trust	1.28B	13.84	7.77	9.50
Dimensional Australian Value Trust	1.06B	9.76	10.42	9.24
Dimensional World Allocation 50 50	1.03B	8.16	3.44	5.87

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dimensional World.	20.849	+0.020	+0.11%