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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
$218M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,728
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$963K
3
+$933K
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$873K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$860K

Top Sells

1
+$590K
2
+$366K
3
+$253K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$248K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$239K

Sector Composition

1 Energy 6.52%
2 Industrials 3.28%
3 Technology 3.14%
4 Consumer Staples 1.33%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
13
477
$4K ﹤0.01%
64
+4
478
$4K ﹤0.01%
68
479
$4K ﹤0.01%
20
480
$4K ﹤0.01%
60
-5
481
$4K ﹤0.01%
72
+2
482
$4K ﹤0.01%
59
+29
483
$3K ﹤0.01%
18
-5
484
$3K ﹤0.01%
22
+3
485
$3K ﹤0.01%
69
+25
486
$3K ﹤0.01%
12
+4
487
$3K ﹤0.01%
18
-2
488
$3K ﹤0.01%
18
-1
489
$3K ﹤0.01%
22
+2
490
$3K ﹤0.01%
128
491
$3K ﹤0.01%
18
492
$3K ﹤0.01%
28
493
$3K ﹤0.01%
100
494
$3K ﹤0.01%
68
-11
495
$3K ﹤0.01%
+745
496
$3K ﹤0.01%
31
-12
497
$3K ﹤0.01%
24
+10
498
$3K ﹤0.01%
17
+1
499
$3K ﹤0.01%
19
500
$3K ﹤0.01%
45
-9
18 19
20
21 22