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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
876
$1K ﹤0.01%
30
877
$1K ﹤0.01%
36
878
$1K ﹤0.01%
36
+4
879
$1K ﹤0.01%
20
-9
880
$1K ﹤0.01%
24
-14
881
$1K ﹤0.01%
13
882
$1K ﹤0.01%
14
+1
883
$1K ﹤0.01%
8
-66
884
$1K ﹤0.01%
37
-8
885
$1K ﹤0.01%
17
-2
886
$1K ﹤0.01%
18
+3
887
$1K ﹤0.01%
68
888
$1K ﹤0.01%
11
+1
889
$1K ﹤0.01%
69
+7
890
$1K ﹤0.01%
34
-88
891
$1K ﹤0.01%
8
+4
892
$1K ﹤0.01%
32
+10
893
$1K ﹤0.01%
5
894
$1K ﹤0.01%
8
-3
895
$1K ﹤0.01%
15
+7
896
$1K ﹤0.01%
71
+1
897
$1K ﹤0.01%
12
+5
898
$1K ﹤0.01%
8
+2
899
$1K ﹤0.01%
25
-9
900
$1K ﹤0.01%
6
+1
34 35
36
37 38