We are live on ! Find out more
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
926
$1K ﹤0.01%
9
-3
927
$1K ﹤0.01%
6
-2
928
$1K ﹤0.01%
30
+1
929
$1K ﹤0.01%
25
+1
930
$1K ﹤0.01%
90
-15
931
$1K ﹤0.01%
43
-6
932
$1K ﹤0.01%
+23
933
$1K ﹤0.01%
19
-4
934
$1K ﹤0.01%
13
+6
935
$1K ﹤0.01%
17
-1
936
$1K ﹤0.01%
15
-11
937
$1K ﹤0.01%
35
+29
938
$1K ﹤0.01%
5
-2
939
$1K ﹤0.01%
6
+4
940
$1K ﹤0.01%
14
+7
941
$1K ﹤0.01%
5
-2
942
$1K ﹤0.01%
8
943
$1K ﹤0.01%
3
-2
944
$1K ﹤0.01%
7
+1
945
$1K ﹤0.01%
6
+4
946
$1K ﹤0.01%
17
+5
947
$1K ﹤0.01%
28
+13
948
$1K ﹤0.01%
10
+1
949
$1K ﹤0.01%
12
+1
950
$1K ﹤0.01%
14
+7
36 37
38
39 40