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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
1026
$1K ﹤0.01%
29
1027
$1K ﹤0.01%
9
-5
1028
$1K ﹤0.01%
4
+1
1029
$1K ﹤0.01%
20
+6
1030
$1K ﹤0.01%
3
-8
1031
$1K ﹤0.01%
33
+15
1032
$1K ﹤0.01%
9
1033
$1K ﹤0.01%
30
+7
1034
$1K ﹤0.01%
20
+3
1035
$1K ﹤0.01%
5
1036
$1K ﹤0.01%
14
+4
1037
$1K ﹤0.01%
19
+5
1038
$1K ﹤0.01%
6
+2
1039
$1K ﹤0.01%
3
-1
1040
$1K ﹤0.01%
16
-3
1041
$1K ﹤0.01%
52
+11
1042
$1K ﹤0.01%
30
-5
1043
$1K ﹤0.01%
8
1044
$1K ﹤0.01%
14
-13
1045
$1K ﹤0.01%
10
+1
1046
$1K ﹤0.01%
16
+4
1047
$1K ﹤0.01%
18
+4
1048
$1K ﹤0.01%
34
+5
1049
$1K ﹤0.01%
7
-2
1050
$1K ﹤0.01%
34
+7
40 41
42
43 44