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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
676
$2K ﹤0.01%
28
+1
677
$2K ﹤0.01%
153
-234
678
$2K ﹤0.01%
11
679
$2K ﹤0.01%
45
+12
680
$2K ﹤0.01%
4
+2
681
$2K ﹤0.01%
24
-9
682
$2K ﹤0.01%
149
+54
683
$2K ﹤0.01%
10
+7
684
$2K ﹤0.01%
11
+1
685
$2K ﹤0.01%
19
+10
686
$2K ﹤0.01%
37
+4
687
$2K ﹤0.01%
43
+20
688
$2K ﹤0.01%
58
+15
689
$2K ﹤0.01%
35
690
$2K ﹤0.01%
24
691
$2K ﹤0.01%
48
+8
692
$2K ﹤0.01%
100
+1
693
$2K ﹤0.01%
58
+10
694
$2K ﹤0.01%
20
-5
695
$2K ﹤0.01%
33
-12
696
$2K ﹤0.01%
25
+5
697
$2K ﹤0.01%
14
+1
698
$2K ﹤0.01%
10
-7
699
$2K ﹤0.01%
36
+1
700
$2K ﹤0.01%
34
-4
26 27
28
29 30