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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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20.468 -0.040 -0.17%

01/11 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: DFA Australia Limited

ISIN: AU60DFA00299

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.55B

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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	16.760
Price to Book	2.114	2.090
Price to Sales	1.451	2.117
Price to Cash Flow	8.782	9.848
Dividend Yield	2.835	3.176
5 Years Earnings Growth	10.930	9.815

Sector Allocation

Name	Net %	Category Average
Financial Services	17.850	19.050
Technology	14.940	13.834
Basic Materials	12.030	9.348
Industrials	11.880	9.266
Consumer Cyclical	11.140	8.731
Healthcare	8.060	10.128
Energy	6.150	5.096
Communication Services	5.650	6.424
Consumer Defensive	5.570	5.063
Real Estate	4.540	9.221
Utilities	2.190	4.065

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	42.630	+0.07%
Apple	US0378331005	1.54	222.01	-0.40%
NVIDIA	US67066G1040	1.34	136.05	+0.48%
Commonwealth Bank Australia	AU000000CBA7	1.24	143.850	-0.35%
Microsoft	US5949181045	1.19	408.46	-0.47%
National Australia Bank	AU000000NAB4	0.82	38.640	-0.18%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.75	-	-
Westpac Banking	AU000000WBC1	0.66	31.920	-1.48%
Amazon.com	US0231351067	0.63	195.78	-1.09%
Goodman Group	AU000000GMG2	0.63	36.300	-0.55%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Global Core Equity Trus	7.39B	14.61	9.74	11.26
Dimensional Australian Core Equity	5.52B	11.55	8.28	9.26
Dimensional World Equity Trust	1.27B	13.58	8.16	9.68
Dimensional Australian Value Trust	1.08B	10.72	10.60	9.63
Dimensional World Allocation 50 50	1.03B	8.39	3.51	6.03

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dimensional World.	20.468	-0.040	-0.17%