Breaking News
Get 40% Off 0
💰 Buffett reveals a $6.7B stake in Chubb. Copy the full portfolio for FREE with InvestingPro’s Stock Ideas tool Copy Portfolio
Close

Dimensional World Equity Trust (0P0000YVD7)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
22.595 +0.080    +0.36%
16/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.14B
Type:  Fund
Market:  Australia
Issuer:  DFA Australia Limited
ISIN:  AU60DFA00356 
Asset Class:  Equity
Dimensional World Equity Trust 22.595 +0.080 +0.36%

0P0000YVD7 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Dimensional World Equity Trust (0P0000YVD7) fund. Our Dimensional World Equity Trust portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Stocks 99.940 99.940 0.000
Preferred 0.020 0.020 0.000
Other 0.050 0.050 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.433 15.868
Price to Book 2.056 2.118
Price to Sales 1.377 1.806
Price to Cash Flow 8.339 8.600
Dividend Yield 3.085 3.660
5 Years Earnings Growth 9.787 8.686

Sector Allocation

Name  Net % Category Average
Financial Services 17.610 19.536
Technology 14.090 13.270
Industrials 12.370 10.690
Basic Materials 12.020 11.036
Consumer Cyclical 11.410 8.975
Healthcare 7.700 10.976
Energy 7.450 6.329
Consumer Defensive 5.620 5.756
Communication Services 5.480 6.540
Real Estate 4.460 7.952
Utilities 1.800 2.643

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 9,912

Number of short holdings: 0

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 2.74 44.890 +0.79%
Microsoft Corp - 1.94 - -
Apple Inc - 1.82 - -
  Commonwealth Bank Australia AU000000CBA7 1.73 121.040 -1.00%
NVIDIA Corp - 1.34 - -
  National Australia Bank AU000000NAB4 1.17 34.530 -0.09%
  Woodside Energy AU0000224040 0.94 27.510 -1.47%
Amazon.com Inc - 0.90 - -
  Goodman Group AU000000GMG2 0.85 34.350 -1.09%
  Westpac Banking AU000000WBC1 0.83 26.770 +0.15%

Top Equity Funds by DFA Australia Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Global Core Equity Trus 7.23B 9.36 11.22 11.32
  Dimensional Australian Core Equity 5.15B 3.08 7.61 8.32
  Dimensional World Allocation 70 30 1.42B 3.39 4.34 7.08
  Dimensional Australian Value Trust 1.02B 3.36 9.22 8.77
  Dimensional World Allocation 50 50 989.04M 2.70 2.79 5.76
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000YVD7 Comments

Write your thoughts about Dimensional World Equity Trust
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email