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

RankStockSharesValue% 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 Buys

DFUSNEW
$39.1B
DFUVNEW
$37.4B
DFATNEW
$24.9B
DFASNEW
$24.4B
DFIVNEW
$20.8B

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# HoldingsValue%
Financial Services22$164.5B85.2%
Technology10$6.0B3.1%
Consumer Cyclical9$5.6B2.9%
Healthcare8$4.3B2.2%
Consumer Defensive3$4.3B2.2%
Communication Services3$2.5B1.3%
Energy3$2.3B1.2%
Industrials3$1.8B0.9%
Basic Materials2$1.4B0.7%
Real Estate1$338.0M0.2%