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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
1201
$1K ﹤0.01%
22
-5
1202
$1K ﹤0.01%
2
1203
$1K ﹤0.01%
19
+2
1204
$1K ﹤0.01%
15
+3
1205
$1K ﹤0.01%
68
+15
1206
$1K ﹤0.01%
14
+4
1207
$1K ﹤0.01%
7
1208
$1K ﹤0.01%
30
+7
1209
$1K ﹤0.01%
6
-15
1210
$1K ﹤0.01%
7
1211
$1K ﹤0.01%
5
+2
1212
$1K ﹤0.01%
10
1213
$1K ﹤0.01%
5
1214
$1K ﹤0.01%
10
+3
1215
$1K ﹤0.01%
22
1216
$1K ﹤0.01%
12
-2
1217
$1K ﹤0.01%
48
-22
1218
$1K ﹤0.01%
5
-5
1219
$1K ﹤0.01%
23
-8
1220
$0 ﹤0.01%
27
-6
1221
$0 ﹤0.01%
7
-19
1222
$0 ﹤0.01%
13
+3
1223
$0 ﹤0.01%
1
-3
1224
$0 ﹤0.01%
8
-5
1225
$0 ﹤0.01%
1
-1
47 48
49
50 51