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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
1076
$1K ﹤0.01%
174
+29
1077
$1K ﹤0.01%
12
+2
1078
$1K ﹤0.01%
18
+3
1079
$1K ﹤0.01%
27
+4
1080
$1K ﹤0.01%
10
+2
1081
$1K ﹤0.01%
30
+2
1082
$1K ﹤0.01%
21
+4
1083
$1K ﹤0.01%
15
-3
1084
$1K ﹤0.01%
21
+2
1085
$1K ﹤0.01%
45
+4
1086
$1K ﹤0.01%
20
+1
1087
$1K ﹤0.01%
20
+6
1088
$1K ﹤0.01%
55
+8
1089
$1K ﹤0.01%
4
1090
$1K ﹤0.01%
19
+3
1091
$1K ﹤0.01%
15
1092
$1K ﹤0.01%
12
1093
$1K ﹤0.01%
23
+3
1094
$1K ﹤0.01%
83
-30
1095
$1K ﹤0.01%
7
+2
1096
$1K ﹤0.01%
18
+1
1097
$1K ﹤0.01%
7
1098
$1K ﹤0.01%
12
-4
1099
$1K ﹤0.01%
16
-9
1100
$1K ﹤0.01%
3
+1
42 43
44
45 46