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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
951
$1K ﹤0.01%
8
-8
952
$1K ﹤0.01%
12
-8
953
$1K ﹤0.01%
11
954
$1K ﹤0.01%
13
-8
955
$1K ﹤0.01%
40
+6
956
$1K ﹤0.01%
16
-2
957
$1K ﹤0.01%
18
958
$1K ﹤0.01%
20
-25
959
$1K ﹤0.01%
12
+2
960
$1K ﹤0.01%
12
+3
961
$1K ﹤0.01%
3
+1
962
$1K ﹤0.01%
43
-9
963
$1K ﹤0.01%
4
+2
964
$1K ﹤0.01%
4
-9
965
$1K ﹤0.01%
49
-18
966
$1K ﹤0.01%
23
+3
967
$1K ﹤0.01%
4
+1
968
$1K ﹤0.01%
5
969
$1K ﹤0.01%
6
+1
970
$1K ﹤0.01%
12
-1
971
$1K ﹤0.01%
9
+2
972
$1K ﹤0.01%
15
-11
973
$1K ﹤0.01%
9
+1
974
$1K ﹤0.01%
11
-11
975
$1K ﹤0.01%
18
+10
37 38
39
40 41