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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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20.764 -0.120 -0.57%

19/12 - Delayed Data. Currency in AUD

Morningstar Rating:
Total Assets: 1.55B

Type: Fund

Market: Australia

Issuer: DFA Australia Limited

ISIN: AU60DFA00299

Asset Class: Equity

General
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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	1.930	1.930
Stocks	70.060	70.060
Bonds	27.960	27.960
Convertible	0.030	0.030
Other	0.020	0.020

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.660	16.930
Price to Book	2.086	2.113
Price to Sales	1.436	2.154
Price to Cash Flow	8.717	10.004
Dividend Yield	2.866	3.140
5 Years Earnings Growth	10.741	9.946

Sector Allocation

Name	Net %	Category Average
Financial Services	18.350	19.210
Technology	15.170	13.728
Industrials	11.840	9.296
Basic Materials	11.700	9.476
Consumer Cyclical	10.870	8.684
Healthcare	8.120	10.038
Energy	6.050	5.203
Communication Services	5.760	6.497
Consumer Defensive	5.470	5.297
Real Estate	4.470	9.303
Utilities	2.190	4.066

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10,893

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.82	39.455	-0.34%
Apple	US0378331005	1.53	254.49	+1.88%
NVIDIA	US67066G1040	1.51	134.70	+3.08%
Commonwealth Bank Australia	AU000000CBA7	1.23	152.900	+1.76%
Microsoft	US5949181045	1.15	436.60	-0.10%
National Australia Bank	AU000000NAB4	0.84	36.710	+0.93%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.72	-	-
Westpac Banking	AU000000WBC1	0.66	32.040	+1.17%
Amazon.com	US0231351067	0.66	224.92	+0.73%
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.62	-	-

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.39B	13.13	8.74	9.41
Dimensional Global Core Equity Trus	4.22B	25.39	11.61	11.85
Dimensional World Equity Trust	1.28B	18.40	8.99	9.84
Dimensional Australian Value Trust	1.06B	12.56	12.35	10.06
Dimensional World Allocation 50 50	1.03B	10.78	4.04	6.03

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dimensional World.	20.764	-0.120	-0.57%