Discipline Wealth Solutions, LLC Purchases in Q3 2025

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
211K
New
$47.86 - $48.43 $10.1M - $10.2M
211K $10.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
89K
New
$102.4 - $103.88 $9.12M - $9.25M
89K $9.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
164K
+ 17.15%
$36.04 - $38.78 $5.92M - $6.37M
1.12M $43.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
120K
New
$50.85 - $51.35 $6.08M - $6.14M
120K $6.12M
IAU
Ishares Gold Trust

ETFs
73.6K
New
$61.62 - $72.77 $4.54M - $5.36M
73.6K $5.36M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
19.7K
New
$138.31 - $165.45 $2.73M - $3.27M
19.7K $3.27M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
61.3K
+ 19.87%
$29.55 - $32.52 $1.81M - $1.99M
370K $11.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
17.7K
+ 390.53%
$135.0 - $146.02 $2.39M - $2.58M
22.2K $3.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.05K
+ 11.39%
$567.77 - $614.76 $1.16M - $1.26M
20K $12.3M
AVDV
American Centy ETF Tr Avantis

ETFs
16.8K
+ 30.14%
$79.24 - $89.03 $1.33M - $1.49M
72.4K $6.44M
VBR
Vanguard Small Cap Value ETF

ETFs
8.54K
+ 65.13%
$195.41 - $212.37 $1.67M - $1.81M
21.7K $4.52M
VEA
Vanguard Ftse Developed Market

ETFs
18.4K
+ 6.21%
$56.02 - $60.3 $1.03M - $1.11M
314K $18.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18K
+ 3.32%
$76.16 - $78.59 $1.37M - $1.41M
560K $43.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
28.2K
New
$58.97 - $60.36 $1.66M - $1.7M
28.2K $1.69M
AMZN
Amazon Com Inc

Consumer Cyclical
7.47K
New
$211.65 - $238.24 $1.58M - $1.78M
7.47K $1.64M
DUHP
Dimensional ETF Tr Dimensional

ETFs
41.5K
+ 363.41%
$35.76 - $37.93 $1.48M - $1.57M
52.9K $2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.2K
+ 276.15%
$91.44 - $91.77 $1.49M - $1.49M
22.1K $2.03M
DFIS
Dimensional ETF Tr Dimensional

ETFs
26.5K
+ 8.67%
$29.65 - $31.77 $787K - $843K
333K $10.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
13.9K
+ 19.73%
$63.41 - $69.69 $883K - $971K
84.5K $5.79M
VTV
Vanguard Value ETF

ETFs
5.83K
+ 107.48%
$175.51 - $186.57 $1.02M - $1.09M
11.3K $2.1M
VB
Vanguard Small Cap ETF

ETFs
3.89K
+ 64.32%
$237.58 - $259.17 $923K - $1.01M
9.93K $2.52M
NVDA
Nvidia Corp

Technology
4.31K
+ 50.97%
$153.3 - $186.58 $660K - $803K
12.8K $2.38M
BNDX
Vanguard Total International B

ETFs
21.5K
+ 4.86%
$49.0 - $49.51 $1.05M - $1.06M
462K $22.9M
RZV
Invesco Fd Tr

ETFs
8.74K
New
$103.86 - $120.22 $908K - $1.05M
8.74K $1.03M
TQQQ
Proshares Ultrapro Qqq

ETFs
6.63K
+ 49.81%
$80.89 - $104.72 $537K - $695K
19.9K $2.06M
DIHP
Dimensional ETF Tr Dimensional

ETFs
31K
+ 452.02%
$28.69 - $30.59 $890K - $948K
37.9K $1.15M
VIG
Vanguard Dividend Appreciation

ETFs
4.86K
New
N/A
4.86K $884K
IVV
Ishares Core S&P 500 ETF

ETFs
891
+ 17.62%
$620.67 - $670.08 $553K - $597K
5.95K $3.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.16K
+ 44.36%
$97.75 - $100.75 $797K - $822K
26.5K $2.66M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
13.4K
+ 25.12%
$44.92 - $48.31 $604K - $650K
67K $3.24M
SVOL
Simplify ETF Simplify Volatili

ETFs
45.5K
New
$16.48 - $19.27 $749K - $876K
45.5K $818K
VUG
Vanguard Growth ETF

ETFs
1.55K
New
$433.97 - $484.08 $673K - $751K
1.55K $743K
IDEV
Ishares Core Msci Intl Develop

ETFs
9.25K
New
$74.68 - $80.26 $691K - $742K
9.25K $741K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14.6K
+ 252.29%
$49.78 - $50.75 $727K - $741K
20.4K $1.03M
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.2K
+ 274.5%
$30.76 - $33.01 $682K - $732K
30.2K $991K
DFSV
Dimensional ETF Tr Dimensional

ETFs
12.4K
+ 8.68%
$29.2 - $32.74 $361K - $405K
155K $4.93M
PRF
Invesco Exchange Traded Fd Tr

ETFs
16.1K
New
$42.04 - $45.23 $678K - $729K
16.1K $728K
DFAT
Dimensional ETF Tr U S Target

ETFs
12.3K
New
$53.36 - $59.69 $657K - $735K
12.3K $716K
IVE
Ishares S&P 500 Value ETF

ETFs
2.94K
+ 40.63%
$194.44 - $206.51 $571K - $607K
10.2K $2.1M
TILT
Flexshares Tr

ETFs
2.17K
+ 26.84%
$224.75 - $242.86 $487K - $526K
10.2K $2.48M
VBK
Vanguard Small Cap Growth ETF

ETFs
2K
New
$276.51 - $305.12 $554K - $611K
2K $595K
EFV
Msci Eafe Value ETF

ETFs
7.47K
+ 39.12%
$62.79 - $68.42 $469K - $511K
26.6K $1.8M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
5.57K
+ 13.35%
$54.29 - $60.6 $303K - $338K
47.3K $2.86M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
6.99K
+ 147.99%
$74.73 - $80.82 $522K - $565K
11.7K $931K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.26K
+ 3.37%
$52.39 - $53.11 $485K - $492K
284K $15.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.75K
New
$53.81 - $57.52 $525K - $561K
9.75K $560K
SPY
Spdr S&P 500 ETF Trust

ETFs
837
New
$617.65 - $666.84 $517K - $558K
837 $557K
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
+ 31.39%
$303.93 - $329.86 $408K - $443K
5.62K $1.84M
DGS
Wisdomtree Emerging Markets Sm

ETFs
9.18K
+ 102.72%
$54.85 - $58.99 $503K - $541K
18.1K $1.03M
Activity Summary
Buys All Purchases 136 New Holdings 64 Increased Positions 72 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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