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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
1701
– –
-2
1702
– –
-287
1703
$0 ﹤0.01%
22
+4
1704
$0 ﹤0.01%
+2
1705
$0 ﹤0.01%
4
+1
1706
$0 ﹤0.01%
6
+3
1707
$0 ﹤0.01%
5
-1
1708
– –
-2
1709
$0 ﹤0.01%
4
-1
1710
$0 ﹤0.01%
5
1711
$0 ﹤0.01%
5
-4
1712
$0 ﹤0.01%
9
+2
1713
$0 ﹤0.01%
4
+1
1714
$0 ﹤0.01%
80
1715
– –
-3
1716
$0 ﹤0.01%
7
-2
1717
$0 ﹤0.01%
4
-1
1718
$0 ﹤0.01%
2
1719
– –
-66
1720
$0 ﹤0.01%
9
+6
1721
$0 ﹤0.01%
5
-2
1722
$0 ﹤0.01%
8
-6
1723
$0 ﹤0.01%
4
-1
1724
$0 ﹤0.01%
2
-2
1725
– –
-14
66 67 68
69
70