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Dimensional World Allocation 50/50 Trust (0P0000YVD6)

Sydney

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15.485 -0.040 -0.29%

13/03 - Closed. Currency in AUD

Type: Fund

Market: Australia

ISIN: AU60DFA00331

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.07B

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0P0000YVD6 Holdings

Comprehensive information about top holdings and Key Holding Information for the Dimensional World Allocation 50/50 Trust (0P0000YVD6) fund. Our Dimensional World Allocation 50/50 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	13.710	13.710
Stocks	50.300	50.300
Bonds	35.950	35.950
Convertible	0.030	0.030
Other	0.010	0.010

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.298	16.000
Price to Book	2.170	2.124
Price to Sales	1.503	1.716
Price to Cash Flow	9.350	8.643
Dividend Yield	2.792	3.270
5 Years Earnings Growth	9.076	9.322

Sector Allocation

Name	Net %	Category Average
Financial Services	18.990	19.732
Technology	15.290	13.677
Industrials	11.680	9.697
Basic Materials	11.110	8.031
Consumer Cyclical	11.100	9.676
Healthcare	8.330	9.474
Communication Services	6.030	7.042
Energy	5.680	5.923
Consumer Defensive	5.480	5.406
Real Estate	4.230	6.961
Utilities	2.090	4.387

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,277

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.40	38.650	+1.07%
Apple	US0378331005	1.14	213.49	+1.82%
NVIDIA	US67066G1040	0.97	121.67	+5.27%
Commonwealth Bank Australia	AU000000CBA7	0.84	142.360	-1.14%
Microsoft	US5949181045	0.84	388.56	+2.58%
National Australia Bank	AU000000NAB4	0.60	33.300	+0.27%
Amazon.com	US0231351067	0.60	197.95	+2.09%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.59	-	-
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.50	-	-
Singapore (Republic of) 0%	SGXZ20004115	0.48	-	-

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.68B	1.04	8.12	7.95
Dimensional Global Core Equity Trus	4.55B	2.14	14.31	10.97
Dimensional World Allocation 70 30	1.63B	1.73	6.64	6.75
Dimensional World Equity Trust	1.38B	1.70	9.84	8.82
Dimensional Australian Value Trust	1.12B	0.96	9.07	8.56

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