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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
776
$1K ﹤0.01%
6
-2
777
$1K ﹤0.01%
23
+9
778
$1K ﹤0.01%
19
-2
779
$1K ﹤0.01%
8
780
$1K ﹤0.01%
21
781
$1K ﹤0.01%
20
-8
782
$1K ﹤0.01%
16
783
$1K ﹤0.01%
19
784
$1K ﹤0.01%
6
+3
785
$1K ﹤0.01%
57
+1
786
$1K ﹤0.01%
28
-1
787
$1K ﹤0.01%
53
-1
788
$1K ﹤0.01%
16
+14
789
$1K ﹤0.01%
7
+2
790
$1K ﹤0.01%
11
791
$1K ﹤0.01%
12
792
$1K ﹤0.01%
90
+42
793
$1K ﹤0.01%
27
+20
794
$1K ﹤0.01%
5
+2
795
$1K ﹤0.01%
13
+6
796
$1K ﹤0.01%
32
+2
797
$1K ﹤0.01%
16
-11
798
$1K ﹤0.01%
16
-2
799
$1K ﹤0.01%
18
+15
800
$1K ﹤0.01%
30
-5
30 31
32
33 34