Disciplined Equity Management, Inc.
CIK: 0001909380SEC EDGAR →
Portfolio Value
$193.0B
Holdings
64
As of
Q4 2025
New Positions
64
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 526,581 | $39.1B | 20.24% |
| 2 | DIMENSIONAL ETF TRUST | 802,309 | $37.4B | 19.37% |
| 3 | DIMENSIONAL ETF TRUST | 417,953 | $24.9B | 12.89% |
| 4 | DIMENSIONAL ETF TRUST | 350,232 | $24.4B | 12.64% |
| 5 | DIMENSIONAL ETF TRUST | 416,010 | $20.8B | 10.76% |
| 6 | FORD MTR CO | 206,260 | $2.7B | 1.40% |
| 7 | TRUIST FINL CORP | 53,450 | $2.6B | 1.36% |
| 8 | ALTRIA GROUP INC | 40,875 | $2.4B | 1.22% |
| 9 | ALLIANCEBERNSTEIN HLDG L P | 58,163 | $2.2B | 1.16% |
| 10 | PRUDENTIAL FINL INC | 19,310 | $2.2B | 1.13% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (64)
$39.1B · 527K shares
$37.4B · 802K shares
$24.9B · 418K shares
$24.4B · 350K shares
$20.8B · 416K shares
$2.7B · 206K shares
$2.6B · 53K shares
$2.4B · 41K shares
$2.2B · 58K shares
$2.2B · 19K shares
$2.1B · 85K shares
$2.0B · 48K shares
$1.7B · 139K shares
$1.6B · 3K shares
$1.6B · 39K shares
$1.5B · 28K shares
$1.5B · 8K shares
$1.4B · 8K shares
$1.3B · 17K shares
$1.3B · 10K shares
$1.3B · 47K shares
$1.2B · 4K shares
$1.2B · 34K shares
$1.1B · 46K shares
$1.1B · 48K shares
$1.1B · 2K shares
$1.1B · 16K shares
$1.0B · 14K shares
$989.0M · 41K shares
$942.0M · 176 shares
$941.0M · 54K shares
$930.0M · 2K shares
$785.0M · 3K shares
$698.0M · 20K shares
$412.0M · 11K shares
$362.0M · 532 shares
$355.0M · 2K shares
$338.0M · 4K shares
$312.0M · 9K shares
$286.0M · 1K shares
$279.0M · 4K shares
$274.0M · 780 shares
$253.0M · 1K shares
$217.0M · 660 shares
$211.0M · 437 shares
$179.0M · 660 shares
$178.0M · 5K shares
$117.0M · 243 shares
$94.0M · 591 shares
$48.0M · 2K shares
$34.0M · 100 shares
$15.0M · 266 shares
$15.0M · 51 shares
$12.0M · 40 shares
$9.0M · 220 shares
$5.0M · 160 shares
$4.0M · 30 shares
$2.0M · 35 shares
$0 · 1K shares
$0 · 300 shares
$0 · 500 shares
$0 · 750 shares
$0 · 250 shares
$0 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $164.5B | 85.2% |
| Technology | 10 | $6.0B | 3.1% |
| Consumer Cyclical | 9 | $5.6B | 2.9% |
| Healthcare | 8 | $4.3B | 2.2% |
| Consumer Defensive | 3 | $4.3B | 2.2% |
| Communication Services | 3 | $2.5B | 1.3% |
| Energy | 3 | $2.3B | 1.2% |
| Industrials | 3 | $1.8B | 0.9% |
| Basic Materials | 2 | $1.4B | 0.7% |
| Real Estate | 1 | $338.0M | 0.2% |