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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
801
$1K ﹤0.01%
9
802
$1K ﹤0.01%
35
+5
803
$1K ﹤0.01%
5
804
$1K ﹤0.01%
6
+1
805
$1K ﹤0.01%
29
+1
806
$1K ﹤0.01%
22
+5
807
$1K ﹤0.01%
31
+5
808
$1K ﹤0.01%
101
809
$1K ﹤0.01%
123
+23
810
$1K ﹤0.01%
18
+4
811
$1K ﹤0.01%
7
-3
812
$1K ﹤0.01%
7
+2
813
$1K ﹤0.01%
8
+1
814
$1K ﹤0.01%
303
815
$1K ﹤0.01%
10
+4
816
$1K ﹤0.01%
17
-3
817
$1K ﹤0.01%
16
818
$1K ﹤0.01%
7
+2
819
$1K ﹤0.01%
11
-17
820
$1K ﹤0.01%
9
+1
821
$1K ﹤0.01%
18
822
$1K ﹤0.01%
17
+6
823
$1K ﹤0.01%
33
+9
824
$1K ﹤0.01%
33
825
$1K ﹤0.01%
12
+2
31 32
33
34 35