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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
1051
$1K ﹤0.01%
20
+4
1052
$1K ﹤0.01%
40
+9
1053
$1K ﹤0.01%
34
+10
1054
$1K ﹤0.01%
32
+5
1055
$1K ﹤0.01%
16
+2
1056
$1K ﹤0.01%
36
+7
1057
$1K ﹤0.01%
20
-20
1058
$1K ﹤0.01%
8
-9
1059
$1K ﹤0.01%
9
-1
1060
$1K ﹤0.01%
4
1061
$1K ﹤0.01%
6
-7
1062
$1K ﹤0.01%
32
-13
1063
$1K ﹤0.01%
10
+2
1064
$1K ﹤0.01%
6
+2
1065
$1K ﹤0.01%
30
-3
1066
$1K ﹤0.01%
98
1067
$1K ﹤0.01%
7
-3
1068
$1K ﹤0.01%
3
1069
$1K ﹤0.01%
29
-8
1070
$1K ﹤0.01%
80
1071
$1K ﹤0.01%
16
+2
1072
$1K ﹤0.01%
14
-12
1073
$1K ﹤0.01%
19
+3
1074
$1K ﹤0.01%
20
+4
1075
$1K ﹤0.01%
29
+5
41 42
43
44 45