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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
451
$5K ﹤0.01%
54
+8
452
$5K ﹤0.01%
52
+4
453
$5K ﹤0.01%
107
+1
454
$5K ﹤0.01%
32
+5
455
$5K ﹤0.01%
88
+7
456
$5K ﹤0.01%
46
+13
457
$5K ﹤0.01%
39
+7
458
$5K ﹤0.01%
22
+4
459
$4K ﹤0.01%
30
-3
460
$4K ﹤0.01%
16
+2
461
$4K ﹤0.01%
17
+4
462
$4K ﹤0.01%
2
463
$4K ﹤0.01%
104
464
$4K ﹤0.01%
19
-2
465
$4K ﹤0.01%
45
+11
466
$4K ﹤0.01%
368
467
$4K ﹤0.01%
19
+3
468
$4K ﹤0.01%
79
+31
469
$4K ﹤0.01%
309
470
$4K ﹤0.01%
43
+11
471
$4K ﹤0.01%
387
+59
472
$4K ﹤0.01%
170
+28
473
$4K ﹤0.01%
45
-1
474
$4K ﹤0.01%
65
+18
475
$4K ﹤0.01%
70
+10
17 18
19
20 21