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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
551
$3K ﹤0.01%
261
+48
552
$3K ﹤0.01%
2
553
$3K ﹤0.01%
75
-15
554
$3K ﹤0.01%
45
+10
555
$3K ﹤0.01%
38
-5
556
$3K ﹤0.01%
13
+2
557
$3K ﹤0.01%
19
+3
558
$3K ﹤0.01%
116
+10
559
$3K ﹤0.01%
280
+181
560
$3K ﹤0.01%
32
+10
561
$3K ﹤0.01%
75
+15
562
$3K ﹤0.01%
38
+5
563
$3K ﹤0.01%
536
+49
564
$3K ﹤0.01%
28
+6
565
$3K ﹤0.01%
36
-3
566
$3K ﹤0.01%
77
+8
567
$3K ﹤0.01%
27
+9
568
$3K ﹤0.01%
27
+6
569
$3K ﹤0.01%
7
570
$3K ﹤0.01%
31
+7
571
$3K ﹤0.01%
180
-5,110
572
$3K ﹤0.01%
68
+15
573
$3K ﹤0.01%
27
-4
574
$3K ﹤0.01%
80
+11
575
$3K ﹤0.01%
106
+11
21 22
23
24 25