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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
1176
$1K ﹤0.01%
7
1177
$1K ﹤0.01%
7
+2
1178
$1K ﹤0.01%
13
-15
1179
$1K ﹤0.01%
54
+9
1180
$1K ﹤0.01%
+11
1181
$1K ﹤0.01%
33
-6
1182
$1K ﹤0.01%
7
1183
$1K ﹤0.01%
+9
1184
$1K ﹤0.01%
19
-3
1185
$1K ﹤0.01%
6
-3
1186
$1K ﹤0.01%
33
+3
1187
$1K ﹤0.01%
27
+2
1188
$1K ﹤0.01%
2
-2
1189
$1K ﹤0.01%
36
1190
$1K ﹤0.01%
32
-21
1191
$1K ﹤0.01%
29
+5
1192
$1K ﹤0.01%
38
+7
1193
$1K ﹤0.01%
14
-2
1194
$1K ﹤0.01%
45
1195
$1K ﹤0.01%
128
-1
1196
$1K ﹤0.01%
14
+3
1197
$1K ﹤0.01%
35
+8
1198
$1K ﹤0.01%
17
-2
1199
$1K ﹤0.01%
16
-1
1200
$1K ﹤0.01%
9
+4
46 47
48
49 50