Discipline Wealth Solutions, LLC Purchases in Q2 2024

Discipline Wealth Solutions, LLC

  • $127 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
44.7K
+ 11.83%
$73.13 - $75.43 $3.27M - $3.37M
423K $31.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
80.2K
+ 13.17%
$30.09 - $32.37 $2.41M - $2.6M
689K $22.2M
BNDX
Vanguard Total International B

ETFs
38.1K
+ 12.39%
$48.24 - $49.07 $1.84M - $1.87M
345K $16.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
23.4K
+ 12.11%
$50.64 - $51.3 $1.19M - $1.2M
217K $11.1M
VEA
Vanguard Ftse Developed Market

ETFs
24.9K
+ 13.65%
$47.83 - $51.21 $1.19M - $1.28M
208K $10.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.44K
+ 11.57%
$455.1 - $504.28 $654K - $725K
13.9K $6.93M
AVDV
American Centy ETF Tr Avantis

ETFs
12.9K
+ 60.03%
$63.81 - $68.36 $821K - $880K
34.3K $2.23M
DFIS
Dimensional ETF Tr Dimensional

ETFs
33.5K
+ 18.1%
$24.08 - $25.86 $807K - $867K
219K $5.39M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
18K
+ 9.26%
$24.84 - $27.2 $447K - $490K
212K $5.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.67K
New
$95.11 - $97.92 $539K - $555K
5.67K $549K
VBR
Vanguard Small Cap Value ETF

ETFs
2.71K
+ 120.78%
$177.65 - $191.11 $482K - $519K
4.96K $905K
IVE
Ishares S&P 500 Value ETF

ETFs
2.34K
New
$176.58 - $186.7 $413K - $437K
2.34K $426K
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.41K
+ 19.41%
$57.42 - $62.37 $483K - $524K
51.7K $3.11M
EFV
Msci Eafe Value ETF

ETFs
7.08K
New
$52.34 - $56.41 $371K - $399K
7.08K $375K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
5.29K
New
$68.63 - $73.28 $363K - $388K
5.29K $370K
VB
Vanguard Small Cap ETF

ETFs
1.68K
+ 108.93%
$210.76 - $226.94 $355K - $382K
3.23K $704K
VTI
Vanguard Total Stock Market Et

ETFs
1.2K
+ 62.0%
$245.23 - $269.4 $294K - $323K
3.13K $838K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.06K
+ 20.88%
$75.81 - $76.76 $232K - $235K
17.7K $1.36M
MSFT
Microsoft Corp

Technology
521
New
$389.33 - $452.85 $203K - $236K
521 $232K
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.28K
New
$29.72 - $32.4 $216K - $236K
7.28K $232K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.88K
New
$76.09 - $82.16 $219K - $237K
2.88K $225K
IVV
Ishares Core S&P 500 ETF

ETFs
383
New
$497.53 - $549.64 $191K - $211K
383 $209K
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.3K
+ 11.54%
$27.81 - $30.13 $287K - $311K
99.8K $2.87M
VTV
Vanguard Value ETF

ETFs
342
+ 12.62%
$154.57 - $163.65 $52.9K - $56K
3.05K $489K
VNQ
Vanguard Specialized Funds Van

ETFs
515
+ 21.37%
$78.61 - $85.97 $40.5K - $44.3K
2.93K $244K
BND
Vanguard Bd Index Fd Inc Total

ETFs
160
+ 2.12%
$70.55 - $72.66 $11.3K - $11.6K
7.72K $556K
Activity Summary
Buys All Purchases 27 New Holdings 9 Increased Positions 18 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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