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%Positions
144+10.8%Top holdings
Jun 30, 2026View all 144 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $18.46M | 6.0% |
| Dimensional ETF Trust | $16.87M | 5.4% |
| Dimensional ETF Trust | $13.92M | 4.5% |
| Dimensional ETF Trust | $12.60M | 4.1% |
| Dimensional ETF Trust | $12.05M | 3.9% |
| Vanguard Scottsdale Fds | $11.33M | 3.7% |
| Vanguard Scottsdale Fds | $10.51M | 3.4% |
| Dimensional ETF Trust | $9.60M | 3.1% |
| SPDR Series Trust | $9.59M | 3.1% |
| Dimensional ETF Trust | $8.67M | 2.8% |
| Phillips 66 | $8.10M | 2.6% |
| Hunt J B Transport Services Inc | $8.10M | 2.6% |
| Vanguard Index Fds | $7.96M | 2.6% |
| iShares Tr | $6.94M | 2.2% |
| iShares Tr | $5.63M | 1.8% |
| Dimensional ETF Trust | $5.43M | 1.8% |
| iShares Tr | $4.78M | 1.5% |
| Dimensional ETF Trust | $4.67M | 1.5% |
| Vanguard Index Fds | $4.53M | 1.5% |
| Vanguard Index Fds | $4.27M | 1.4% |
| ConocoPhillips | $4.08M | 1.3% |
| iShares Tr | $4.07M | 1.3% |
| iShares Inc | $4.01M | 1.3% |
| iShares Tr | $3.56M | 1.1% |
| Walmart Inc. | $3.50M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 | $6.60M | +77K +485.50% | 92,456 2.57% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 | $4.22M | +34K +300.44% | 45,338 1.82% of portfolio | low |
| Q2 2026 as of | Add | 25434V864 | $3.66M | +77K +35.62% | 291,464 4.49% of portfolio | low |
| Q2 2026 as of | Add | 25434V666 | $3.00M | +76K +21.59% | 426,625 5.45% of portfolio | low |
| Q2 2026 as of | Trim | Hunt J B Transport Services Inc | $-2.58M | -9K -24.18% | 27,980 2.62% of portfolio | low |
| Q2 2026 as of | Add | 92206C102 | $2.01M | +34K +21.52% | 194,611 3.66% of portfolio | low |
| Q2 2026 as of | New | 761562859 | $2.00M | +81K | 80,708 0.65% of portfolio | low |
| Q2 2026 as of | Add | 25434V831 | $1.77M | +42K +25.64% | 207,790 2.80% of portfolio | low |
| Q2 2026 as of | Exit | ARLP Alliance Resource Partners LP MLP | $-1.54M | -66K -100.00% | — | low |
| Q2 2026 as of | Add | 25434V807 | $1.48M | +27K +8.72% | 341,670 5.96% of portfolio | low |