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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
701
$2K ﹤0.01%
11
+2
702
$2K ﹤0.01%
3
+1
703
$2K ﹤0.01%
169
+32
704
$2K ﹤0.01%
15
705
$2K ﹤0.01%
52
706
$2K ﹤0.01%
27
+5
707
$2K ﹤0.01%
13
+2
708
$2K ﹤0.01%
10
+2
709
$2K ﹤0.01%
18
+4
710
$2K ﹤0.01%
23
+4
711
$2K ﹤0.01%
11
+1
712
$2K ﹤0.01%
33
+5
713
$2K ﹤0.01%
35
+1
714
$2K ﹤0.01%
24
+1
715
$2K ﹤0.01%
99
+20
716
$2K ﹤0.01%
48
-5
717
$2K ﹤0.01%
26
+11
718
$2K ﹤0.01%
7
+1
719
$2K ﹤0.01%
20
+1
720
$2K ﹤0.01%
51
+7
721
$2K ﹤0.01%
5
+1
722
$2K ﹤0.01%
2
723
$2K ﹤0.01%
20
+5
724
$2K ﹤0.01%
16
-3
725
$2K ﹤0.01%
84
+17
27 28
29
30 31