We are live on ! Find out more
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
701
$2K ﹤0.01%
5
702
$2K ﹤0.01%
2
703
$2K ﹤0.01%
13
+2
704
$2K ﹤0.01%
21
-4
705
$2K ﹤0.01%
18
+8
706
$2K ﹤0.01%
39
+1
707
$2K ﹤0.01%
43
708
$2K ﹤0.01%
20
-2
709
$2K ﹤0.01%
24
+1
710
$2K ﹤0.01%
150
+46
711
$2K ﹤0.01%
16
+4
712
$2K ﹤0.01%
8
+5
713
$2K ﹤0.01%
48
+2
714
$2K ﹤0.01%
29
+6
715
$2K ﹤0.01%
60
716
$2K ﹤0.01%
13
717
$2K ﹤0.01%
78
718
$2K ﹤0.01%
36
-9
719
$2K ﹤0.01%
45
+15
720
$2K ﹤0.01%
10
-2
721
$2K ﹤0.01%
6
-1
722
$2K ﹤0.01%
32
+18
723
$2K ﹤0.01%
78
+2
724
$2K ﹤0.01%
33
-5
725
$2K ﹤0.01%
3
-1
27 28
29
30 31