Institutions / Disciplined Equity Management, Inc.
Disciplined Equity Management, Inc.
CIK 1909380 · Institution · as of Dec 31, 2025
Portfolio value
$193.00M
Positions
64
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 64 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $39.06M | 20.2% |
| Dimensional ETF Trust | $37.38M | 19.4% |
| Dimensional ETF Trust | $24.88M | 12.9% |
| Dimensional ETF Trust | $24.40M | 12.6% |
| Dimensional ETF Trust | $20.76M | 10.8% |
| Ford Motor Co | $2.71M | 1.4% |
| Truist Financial Corp | $2.63M | 1.4% |
| Altria Group, Inc. | $2.36M | 1.2% |
| Alliancebernstein Holding L.P.AB | $2.24M | 1.2% |
| Prudential Financial Inc | $2.18M | 1.1% |
| Pfizer Inc | $2.12M | 1.1% |
| Verizon Communications Inc | $1.95M | 1.0% |
| Viatris Inc | $1.72M | 0.9% |
| Caterpillar Inc | $1.56M | 0.8% |
| Dimensional ETF Trust | $1.55M | 0.8% |
| US Bancorp \De | $1.51M | 0.8% |
| NVIDIA Corp | $1.51M | 0.8% |
| Palantir Technologies Inc | $1.41M | 0.7% |
| Omnicom Group Inc. | $1.34M | 0.7% |
| Arista Networks, Inc.ANET | $1.32M | 0.7% |
| Kinder Morgan, Inc. | $1.28M | 0.7% |
| JPMorgan Chase & Co | $1.19M | 0.6% |
| Dimensional ETF Trust | $1.16M | 0.6% |
| AT&T Inc. | $1.14M | 0.6% |
| Dow Inc. | $1.12M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.