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DI

Disciplined Investments Portfolio holdings

AUM $279M
1-Year Est. Return 18.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,743
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.53M
3
+$1.45M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$973K
5
VUG icon
Vanguard Growth ETF
VUG
+$932K

Top Sells

1
+$1.77M
2
+$764K
3
+$515K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$431K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$369K

Sector Composition

1 Energy 6.16%
2 Technology 3.36%
3 Industrials 2.91%
4 Consumer Staples 1.36%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
126
427
$6K ﹤0.01%
479
-203
428
$6K ﹤0.01%
25
+1
429
$6K ﹤0.01%
150
+20
430
$6K ﹤0.01%
17
+3
431
$6K ﹤0.01%
79
+19
432
$6K ﹤0.01%
86
+12
433
$6K ﹤0.01%
600
434
$6K ﹤0.01%
78
435
$6K ﹤0.01%
49
+9
436
$6K ﹤0.01%
346
437
$5K ﹤0.01%
122
+13
438
$5K ﹤0.01%
126
+7
439
$5K ﹤0.01%
68
440
$5K ﹤0.01%
63
+13
441
$5K ﹤0.01%
82
+11
442
$5K ﹤0.01%
560
-17
443
$5K ﹤0.01%
5,189
444
$5K ﹤0.01%
15
+3
445
$5K ﹤0.01%
84
+24
446
$5K ﹤0.01%
43
+12
447
$5K ﹤0.01%
17
+2
448
$5K ﹤0.01%
137
-61
449
$5K ﹤0.01%
203
+39
450
$5K ﹤0.01%
199
+4
16 17
18
19 20