We are live on ! Find out more
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
851
$1K ﹤0.01%
47
+6
852
$1K ﹤0.01%
7
853
$1K ﹤0.01%
29
+3
854
$1K ﹤0.01%
15
+2
855
$1K ﹤0.01%
40
+9
856
$1K ﹤0.01%
50
+11
857
$1K ﹤0.01%
22
+3
858
$1K ﹤0.01%
53
-28
859
$1K ﹤0.01%
20
860
$1K ﹤0.01%
7
861
$1K ﹤0.01%
5
-2
862
$1K ﹤0.01%
7
-5
863
$1K ﹤0.01%
19
-4
864
$1K ﹤0.01%
58
+15
865
$1K ﹤0.01%
13
+1
866
$1K ﹤0.01%
39
867
$1K ﹤0.01%
9
+1
868
$1K ﹤0.01%
7
-1
869
$1K ﹤0.01%
9
-10
870
$1K ﹤0.01%
4
871
$1K ﹤0.01%
29
+5
872
$1K ﹤0.01%
9
873
$1K ﹤0.01%
7
874
$1K ﹤0.01%
16
+4
875
$1K ﹤0.01%
24
+3
33 34
35
36 37