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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
751
$2K ﹤0.01%
22
752
$2K ﹤0.01%
2
753
$2K ﹤0.01%
74
754
$2K ﹤0.01%
22
+8
755
$2K ﹤0.01%
57
+5
756
$1K ﹤0.01%
22
+2
757
$1K ﹤0.01%
32
+13
758
$1K ﹤0.01%
9
+2
759
$1K ﹤0.01%
11
+1
760
$1K ﹤0.01%
13
+8
761
$1K ﹤0.01%
62
-1
762
$1K ﹤0.01%
29
+27
763
$1K ﹤0.01%
17
+3
764
$1K ﹤0.01%
8
+3
765
$1K ﹤0.01%
10
-2
766
$1K ﹤0.01%
13
+11
767
$1K ﹤0.01%
21
+8
768
$1K ﹤0.01%
25
-10
769
$1K ﹤0.01%
29
+24
770
$1K ﹤0.01%
18
+8
771
$1K ﹤0.01%
101
772
$1K ﹤0.01%
144
+21
773
$1K ﹤0.01%
+29
774
$1K ﹤0.01%
10
775
$1K ﹤0.01%
32
+2
29 30
31
32 33