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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
876
$1K ﹤0.01%
47
+8
877
$1K ﹤0.01%
30
+4
878
$1K ﹤0.01%
27
+6
879
$1K ﹤0.01%
75
+8
880
$1K ﹤0.01%
13
881
$1K ﹤0.01%
10
-2
882
$1K ﹤0.01%
62
+14
883
$1K ﹤0.01%
8
+1
884
$1K ﹤0.01%
11
+4
885
$1K ﹤0.01%
21
+6
886
$1K ﹤0.01%
95
-30
887
$1K ﹤0.01%
61
+10
888
$1K ﹤0.01%
3
-8
889
$1K ﹤0.01%
17
+3
890
$1K ﹤0.01%
4
891
$1K ﹤0.01%
15
+1
892
$1K ﹤0.01%
12
+3
893
$1K ﹤0.01%
9
-8
894
$1K ﹤0.01%
23
-5
895
$1K ﹤0.01%
2
896
$1K ﹤0.01%
22
-26
897
$1K ﹤0.01%
13
-6
898
$1K ﹤0.01%
15
+4
899
$1K ﹤0.01%
12
900
$1K ﹤0.01%
14
-1
34 35
36
37 38