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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
801
$1K ﹤0.01%
31
802
$1K ﹤0.01%
11
803
$1K ﹤0.01%
15
+7
804
$1K ﹤0.01%
8
-1
805
$1K ﹤0.01%
5
806
$1K ﹤0.01%
15
-1
807
$1K ﹤0.01%
+14
808
$1K ﹤0.01%
80
809
$1K ﹤0.01%
16
810
$1K ﹤0.01%
14
+7
811
$1K ﹤0.01%
14
-1
812
$1K ﹤0.01%
6
-1
813
$1K ﹤0.01%
38
-22
814
$1K ﹤0.01%
8
+3
815
$1K ﹤0.01%
6
816
$1K ﹤0.01%
30
+1
817
$1K ﹤0.01%
18
-1
818
$1K ﹤0.01%
31
+2
819
$1K ﹤0.01%
13
+1
820
$1K ﹤0.01%
20
821
$1K ﹤0.01%
44
-11
822
$1K ﹤0.01%
4
823
$1K ﹤0.01%
18
-1
824
$1K ﹤0.01%
4
825
$1K ﹤0.01%
27
31 32
33
34 35