Institutions / Disciplined Investments, LLC

Disciplined Investments, LLC

CIK 1812492 · Institution · as of Jun 30, 2026
Portfolio value
$309.63M
Positions
144
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$309.63M+19.0%
$309.63M$284.89M$260.14MQ4 '25Q2 '26

Positions

144+10.8%
144137130Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 144 →
CompanyClassValueShares% of portfolio
Dimensional ETF Trust$18.46M341,6706.0%
Dimensional ETF Trust$16.87M426,6255.4%
Dimensional ETF Trust$13.92M291,4644.5%
Dimensional ETF Trust$12.60M180,2354.1%
Dimensional ETF Trust$12.05M299,7023.9%
Vanguard Scottsdale Fds$11.33M194,6113.7%
Vanguard Scottsdale Fds$10.51M133,0403.4%
Dimensional ETF Trust$9.60M274,1423.1%
SPDR Series Trust$9.59M383,0153.1%
Dimensional ETF Trust$8.67M207,7902.8%
Phillips 66$8.10M47,9362.6%
Hunt J B Transport Services Inc$8.10M27,9802.6%
Vanguard Index Fds$7.96M92,4562.6%
iShares Tr$6.94M28,6242.2%
iShares Tr$5.63M45,3381.8%
Dimensional ETF Trust$5.43M159,0641.8%
iShares Tr$4.78M62,3931.5%
Dimensional ETF Trust$4.67M178,6621.5%
Vanguard Index Fds$4.53M20,8041.5%
Vanguard Index Fds$4.27M44,2811.4%
ConocoPhillips$4.08M39,2211.3%
iShares Tr$4.07M80,4051.3%
iShares Inc$4.01M48,4471.3%
iShares Tr$3.56M28,6031.1%
Walmart Inc.$3.50M30,9141.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add922908736$6.60M+77K
+485.50%
92,456
2.57% of portfolio
medium
Q2 2026
as of
Add464287614$4.22M+34K
+300.44%
45,338
1.82% of portfolio
low
Q2 2026
as of
Add25434V864$3.66M+77K
+35.62%
291,464
4.49% of portfolio
low
Q2 2026
as of
Add25434V666$3.00M+76K
+21.59%
426,625
5.45% of portfolio
low
Q2 2026
as of
TrimHunt J B Transport Services Inc$-2.58M-9K
-24.18%
27,980
2.62% of portfolio
low
Q2 2026
as of
Add92206C102$2.01M+34K
+21.52%
194,611
3.66% of portfolio
low
Q2 2026
as of
New761562859$2.00M+81K
80,708
0.65% of portfolio
low
Q2 2026
as of
Add25434V831$1.77M+42K
+25.64%
207,790
2.80% of portfolio
low
Q2 2026
as of
ExitARLP
Alliance Resource Partners LP
MLP
$-1.54M-66K
-100.00%
low
Q2 2026
as of
Add25434V807$1.48M+27K
+8.72%
341,670
5.96% of portfolio
low