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Dimensional World Allocation 50/50 Trust (0P0000YVD6)

Sydney

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15.693 -0.020 -0.10%

20/11 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 1.03B

Type: Fund

Market: Australia

Issuer: DFA Australia Limited

ISIN: AU60DFA00331

Asset Class: Equity

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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	13.330	13.330
Shares	50.760	50.760
Bonds	35.870	35.870
Convertible	0.020	0.020
Other	0.020	0.020

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.723	15.941
Price to Book	2.116	2.092
Price to Sales	1.452	1.690
Price to Cash Flow	8.781	8.565
Dividend Yield	2.837	3.298
5 Years Earnings Growth	10.924	9.862

Sector Allocation

Name	Net %	Category Average
Financial Services	17.860	18.701
Technology	14.910	13.511
Basic Materials	12.070	8.583
Industrials	11.870	9.703
Consumer Cyclical	11.140	9.320
Healthcare	8.050	9.786
Energy	6.160	6.520
Communication Services	5.640	6.730
Consumer Defensive	5.560	5.510
Real Estate	4.550	7.086
Utilities	2.190	4.553

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11,220

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.43	40.160	+0.88%
Apple	US0378331005	1.10	228.52	-0.21%
NVIDIA	US67066G1040	0.96	146.67	+0.53%
Commonwealth Bank Australia	AU000000CBA7	0.89	159.030	+1.79%
Microsoft	US5949181045	0.85	412.87	-0.43%
Australia .25 21-Nov-2024	AU0000083768	0.75	99.870	+0.07%
United Kingdom of Great Britain and Northern Ireland 1.75%	GB00BZB26Y51	0.63	-	-
National Australia Bank	AU000000NAB4	0.59	40.070	+1.42%
Ontario Teachers Finance Trust 1.85%	XS2475513953	0.52	-	-
Westpac Banking	AU000000WBC1	0.48	33.830	+0.86%

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.39B	9.75	7.58	8.69
Dimensional Global Core Equity Trus	4.22B	18.88	10.79	11.73
Dimensional World Allocation 70 30	1.55B	10.11	4.72	7.26
Dimensional World Equity Trust	1.28B	13.84	7.77	9.50
Dimensional Australian Value Trust	1.06B	9.76	10.42	9.24

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dimensional World.	15.693	-0.020	-0.10%