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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
951
$1K ﹤0.01%
7
-1
952
$1K ﹤0.01%
17
-1
953
$1K ﹤0.01%
5
-2
954
$1K ﹤0.01%
21
-1
955
$1K ﹤0.01%
4
-1
956
$1K ﹤0.01%
22
+9
957
$1K ﹤0.01%
55
+1
958
$1K ﹤0.01%
22
-2
959
$1K ﹤0.01%
7
+1
960
$1K ﹤0.01%
10
+4
961
$1K ﹤0.01%
7
962
$1K ﹤0.01%
23
+13
963
$1K ﹤0.01%
18
964
$1K ﹤0.01%
+29
965
$1K ﹤0.01%
14
-2
966
$1K ﹤0.01%
10
967
$1K ﹤0.01%
32
-1
968
$1K ﹤0.01%
20
+16
969
$1K ﹤0.01%
64
-16
970
$1K ﹤0.01%
6
-2
971
$1K ﹤0.01%
15
-1
972
$1K ﹤0.01%
72
+22
973
$1K ﹤0.01%
24
+3
974
$1K ﹤0.01%
14
975
$1K ﹤0.01%
57
-17
37 38
39
40 41