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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
901
$1K ﹤0.01%
13
-3
902
$1K ﹤0.01%
49
+10
903
$1K ﹤0.01%
2
904
$1K ﹤0.01%
15
+1
905
$1K ﹤0.01%
9
+2
906
$1K ﹤0.01%
24
+5
907
$1K ﹤0.01%
6
908
$1K ﹤0.01%
73
-13
909
$1K ﹤0.01%
6
+1
910
$1K ﹤0.01%
6
-1
911
$1K ﹤0.01%
7
+2
912
$1K ﹤0.01%
10
-8
913
$1K ﹤0.01%
14
+3
914
$1K ﹤0.01%
17
915
$1K ﹤0.01%
10
916
$1K ﹤0.01%
38
+5
917
$1K ﹤0.01%
33
+5
918
$1K ﹤0.01%
10
-4
919
$1K ﹤0.01%
8
+2
920
$1K ﹤0.01%
29
+3
921
$1K ﹤0.01%
3
+1
922
$1K ﹤0.01%
13
+2
923
$1K ﹤0.01%
104
-15
924
$1K ﹤0.01%
6
+2
925
$1K ﹤0.01%
27
+6
35 36
37
38 39