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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
1151
$1K ﹤0.01%
11
1152
$1K ﹤0.01%
9
+2
1153
$1K ﹤0.01%
9
1154
$1K ﹤0.01%
28
+9
1155
$1K ﹤0.01%
6
1156
$1K ﹤0.01%
26
-7
1157
$1K ﹤0.01%
30
+3
1158
$1K ﹤0.01%
14
+3
1159
$1K ﹤0.01%
26
-1
1160
$1K ﹤0.01%
7
+3
1161
$1K ﹤0.01%
76
+1
1162
$1K ﹤0.01%
52
1163
$1K ﹤0.01%
144
+16
1164
$1K ﹤0.01%
15
+1
1165
$1K ﹤0.01%
37
+10
1166
$1K ﹤0.01%
6
+1
1167
$1K ﹤0.01%
20
+3
1168
$1K ﹤0.01%
9
1169
$1K ﹤0.01%
5
+1
1170
$1K ﹤0.01%
37
+1
1171
$1K ﹤0.01%
17
-4
1172
$1K ﹤0.01%
18
+1
1173
$1K ﹤0.01%
6
+2
1174
$1K ﹤0.01%
38
+15
1175
$1K ﹤0.01%
14
45 46
47
48 49