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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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19.273 -0.090 -0.44%

01/05 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 1.42B

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

Name	Net %	Long %
Cash	2.400	2.400
Stocks	70.690	70.690
Bonds	26.840	26.840
Convertible	0.030	0.030
Preferred	0.010	0.010
Other	0.040	0.040

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.279	16.119
Price to Book	1.991	2.013
Price to Sales	1.313	1.752
Price to Cash Flow	7.701	8.527
Dividend Yield	3.189	3.486
5 Years Earnings Growth	9.777	9.268

Sector Allocation

Name	Net %	Category Average
Financial Services	17.420	18.551
Technology	14.680	12.747
Industrials	12.370	9.273
Basic Materials	11.750	9.704
Consumer Cyclical	11.530	8.775
Healthcare	7.810	10.269
Energy	7.290	5.649
Consumer Defensive	5.630	5.369
Communication Services	5.480	6.674
Real Estate	4.290	9.367
Utilities	1.750	3.895

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10,409

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.94	42.380	+0.14%
Microsoft	US5949181045	1.44	396.03	+0.28%
Apple	US0378331005	1.38	171.98	+1.58%
Commonwealth Bank Australia	AU000000CBA7	1.18	115.000	+0.95%
NVIDIA	US67066G1040	0.84	844.08	+1.65%
National Australia Bank	AU000000NAB4	0.84	34.280	+1.45%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.73	-	-
Province of Alberta 3.1%	-	0.73	-	-
Woodside Energy	AU0000224040	0.67	27.170	-1.20%
Amazon.com	US0231351067	0.62	181.75	+1.54%

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 Equity Trust	1.14B	8.94	10.09	9.68
Dimensional Australian Value Trust	1.02B	5.46	11.12	9.14
Dimensional World Allocation 50 50	989.04M	4.65	4.08	6.06

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	Dimensional World.	19.273	-0.090	-0.44%