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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
826
$1K ﹤0.01%
4
+2
827
$1K ﹤0.01%
9
-2
828
$1K ﹤0.01%
7
-1
829
$1K ﹤0.01%
9
830
$1K ﹤0.01%
6
+2
831
$1K ﹤0.01%
17
-28
832
$1K ﹤0.01%
27
833
$1K ﹤0.01%
9
-3
834
$1K ﹤0.01%
18
+3
835
$1K ﹤0.01%
15
+6
836
$1K ﹤0.01%
20
+7
837
$1K ﹤0.01%
138
+55
838
$1K ﹤0.01%
18
839
$1K ﹤0.01%
9
+2
840
$1K ﹤0.01%
16
+4
841
$1K ﹤0.01%
19
+3
842
$1K ﹤0.01%
24
+12
843
$1K ﹤0.01%
7
+2
844
$1K ﹤0.01%
14
845
$1K ﹤0.01%
27
+3
846
$1K ﹤0.01%
15
847
$1K ﹤0.01%
18
+1
848
$1K ﹤0.01%
20
+6
849
$1K ﹤0.01%
19
-5
850
$1K ﹤0.01%
8
-1
32 33
34
35 36