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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
851
$1K ﹤0.01%
19
852
$1K ﹤0.01%
11
+2
853
$1K ﹤0.01%
60
-394
854
$1K ﹤0.01%
8
+1
855
$1K ﹤0.01%
23
+6
856
$1K ﹤0.01%
6
+5
857
$1K ﹤0.01%
12
+1
858
$1K ﹤0.01%
21
-1
859
$1K ﹤0.01%
27
860
$1K ﹤0.01%
16
+12
861
$1K ﹤0.01%
17
-10
862
$1K ﹤0.01%
6
-4
863
$1K ﹤0.01%
3
-1
864
$1K ﹤0.01%
5
865
$1K ﹤0.01%
20
-1
866
$1K ﹤0.01%
85
-51
867
$1K ﹤0.01%
31
-1
868
$1K ﹤0.01%
30
+14
869
$1K ﹤0.01%
6
+4
870
$1K ﹤0.01%
20
871
$1K ﹤0.01%
9
872
$1K ﹤0.01%
10
+3
873
$1K ﹤0.01%
13
-3
874
$1K ﹤0.01%
30
+6
875
$1K ﹤0.01%
49
+2
33 34
35
36 37