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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
526
$3K ﹤0.01%
100
527
$3K ﹤0.01%
104
+20
528
$3K ﹤0.01%
25
529
$3K ﹤0.01%
13
+2
530
$3K ﹤0.01%
43
+7
531
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11
-8
532
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33
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534
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535
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7
536
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37
+1
537
$3K ﹤0.01%
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+16
538
$3K ﹤0.01%
21
+5
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$3K ﹤0.01%
9
-4
540
$3K ﹤0.01%
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541
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13
542
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-1
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12
544
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14
+1
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22
+4
546
$3K ﹤0.01%
10
-2
547
$3K ﹤0.01%
25
+9
548
$3K ﹤0.01%
45
+7
549
$3K ﹤0.01%
57
+10
550
$3K ﹤0.01%
20
+4
20 21
22
23 24