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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
1076
$1K ﹤0.01%
26
-8
1077
$1K ﹤0.01%
49
+5
1078
$1K ﹤0.01%
7
-2
1079
$1K ﹤0.01%
21
+2
1080
$1K ﹤0.01%
9
1081
$1K ﹤0.01%
18
-10
1082
$1K ﹤0.01%
36
+2
1083
$1K ﹤0.01%
19
+11
1084
$1K ﹤0.01%
6
-1
1085
$1K ﹤0.01%
10
+1
1086
$1K ﹤0.01%
20
+2
1087
$1K ﹤0.01%
14
-10
1088
$1K ﹤0.01%
13
-4
1089
$1K ﹤0.01%
3
-1
1090
$1K ﹤0.01%
34
+12
1091
$1K ﹤0.01%
12
+4
1092
$1K ﹤0.01%
9
+1
1093
$1K ﹤0.01%
9
+7
1094
$1K ﹤0.01%
16
-2
1095
$1K ﹤0.01%
20
+3
1096
$1K ﹤0.01%
14
-2
1097
$1K ﹤0.01%
12
1098
$1K ﹤0.01%
33
1099
$1K ﹤0.01%
190
-6
1100
$1K ﹤0.01%
7
-21
42 43
44
45 46