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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
976
$1K ﹤0.01%
8
-5
977
$1K ﹤0.01%
70
+7
978
$1K ﹤0.01%
7
-2
979
$1K ﹤0.01%
6
-2
980
$1K ﹤0.01%
5
+1
981
$1K ﹤0.01%
50
+3
982
$1K ﹤0.01%
13
+2
983
$1K ﹤0.01%
137
+21
984
$1K ﹤0.01%
7
+1
985
$1K ﹤0.01%
7
+2
986
$1K ﹤0.01%
30
+7
987
$1K ﹤0.01%
2
-2
988
$1K ﹤0.01%
24
989
$1K ﹤0.01%
13
+3
990
$1K ﹤0.01%
9
+3
991
$1K ﹤0.01%
5
-2
992
$1K ﹤0.01%
3
+1
993
$1K ﹤0.01%
9
+2
994
$1K ﹤0.01%
4
-9
995
$1K ﹤0.01%
22
+7
996
$1K ﹤0.01%
88
+14
997
$1K ﹤0.01%
5
-1
998
$1K ﹤0.01%
9
+2
999
$1K ﹤0.01%
18
+3
1000
$1K ﹤0.01%
9
+2
38 39
40
41 42