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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
1051
$1K ﹤0.01%
7
-1
1052
$1K ﹤0.01%
22
-6
1053
$1K ﹤0.01%
16
-7
1054
$1K ﹤0.01%
33
1055
$1K ﹤0.01%
9
+7
1056
$1K ﹤0.01%
4
1057
$1K ﹤0.01%
22
-32
1058
$1K ﹤0.01%
17
+2
1059
$1K ﹤0.01%
31
+8
1060
$1K ﹤0.01%
44
+43
1061
$1K ﹤0.01%
15
+3
1062
$1K ﹤0.01%
27
-47
1063
$1K ﹤0.01%
5
+3
1064
$1K ﹤0.01%
19
-3
1065
$1K ﹤0.01%
16
-1
1066
$1K ﹤0.01%
126
+1
1067
$1K ﹤0.01%
6
+4
1068
$1K ﹤0.01%
13
+4
1069
$1K ﹤0.01%
66
+32
1070
$1K ﹤0.01%
10
+1
1071
$1K ﹤0.01%
29
+11
1072
$1K ﹤0.01%
+23
1073
$1K ﹤0.01%
9
+4
1074
$1K ﹤0.01%
47
-4
1075
$1K ﹤0.01%
11
-4
41 42
43
44 45