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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
726
$2K ﹤0.01%
38
+7
727
$2K ﹤0.01%
23
+1
728
$2K ﹤0.01%
60
729
$2K ﹤0.01%
13
+1
730
$2K ﹤0.01%
78
731
$2K ﹤0.01%
30
+5
732
$2K ﹤0.01%
18
+1
733
$2K ﹤0.01%
48
734
$2K ﹤0.01%
8
+1
735
$2K ﹤0.01%
2
736
$2K ﹤0.01%
10
-2
737
$2K ﹤0.01%
19
+4
738
$2K ﹤0.01%
6
+1
739
$2K ﹤0.01%
35
740
$2K ﹤0.01%
11
-1
741
$2K ﹤0.01%
45
+9
742
$2K ﹤0.01%
12
+3
743
$2K ﹤0.01%
28
+2
744
$2K ﹤0.01%
17
+2
745
$2K ﹤0.01%
22
-4
746
$2K ﹤0.01%
69
+3
747
$2K ﹤0.01%
25
-25
748
$2K ﹤0.01%
77
+18
749
$2K ﹤0.01%
+8
750
$2K ﹤0.01%
26
-7
28 29
30
31 32