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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
926
$1K ﹤0.01%
13
-395
927
$1K ﹤0.01%
29
+2
928
$1K ﹤0.01%
9
+3
929
$1K ﹤0.01%
19
+5
930
$1K ﹤0.01%
10
-3
931
$1K ﹤0.01%
11
-1
932
$1K ﹤0.01%
12
+3
933
$1K ﹤0.01%
8
+1
934
$1K ﹤0.01%
29
+6
935
$1K ﹤0.01%
5
-1
936
$1K ﹤0.01%
24
+2
937
$1K ﹤0.01%
20
+8
938
$1K ﹤0.01%
17
+2
939
$1K ﹤0.01%
11
+3
940
$1K ﹤0.01%
19
-17
941
$1K ﹤0.01%
7
-1
942
$1K ﹤0.01%
8
-1
943
$1K ﹤0.01%
10
+3
944
$1K ﹤0.01%
9
+1
945
$1K ﹤0.01%
31
+6
946
$1K ﹤0.01%
6
-2
947
$1K ﹤0.01%
7
-9
948
$1K ﹤0.01%
8
+1
949
$1K ﹤0.01%
7
950
$1K ﹤0.01%
12
+2
36 37
38
39 40