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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
1126
$1K ﹤0.01%
9
+4
1127
$1K ﹤0.01%
80
1128
$1K ﹤0.01%
10
-9
1129
$1K ﹤0.01%
4
1130
$1K ﹤0.01%
25
+5
1131
$1K ﹤0.01%
12
+4
1132
$1K ﹤0.01%
8
+1
1133
$1K ﹤0.01%
31
-42
1134
$1K ﹤0.01%
9
+2
1135
$1K ﹤0.01%
23
-23
1136
$1K ﹤0.01%
8
+1
1137
$1K ﹤0.01%
15
-4
1138
$1K ﹤0.01%
11
+3
1139
$1K ﹤0.01%
10
+1
1140
$1K ﹤0.01%
9
+2
1141
$1K ﹤0.01%
4
1142
$1K ﹤0.01%
15
+3
1143
$1K ﹤0.01%
12
+2
1144
$1K ﹤0.01%
9
+4
1145
$1K ﹤0.01%
12
+1
1146
$1K ﹤0.01%
40
-11
1147
$1K ﹤0.01%
45
1148
$1K ﹤0.01%
7
1149
$1K ﹤0.01%
12
-18
1150
$1K ﹤0.01%
19
+6
44 45
46
47 48