Disciplined Investors, L.L.C. Purchases and Sells in Q1 2025

Disciplined Investors, L.L.C.

$111 Billion
Q1 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDV	32.2K + 18.65%	$27.0 - $31.7 $869K - $1.02M	205K $6.35B
VXUS	9.17K + 23.19%	$58.01 - $64.46 $532K - $591K	48.7K $3.03B
VUG	2.46K + 22.84%	$369.1 - $427.61 $907K - $1.05M	13.2K $4.9B
BRK-B	17 + 0.33%	$442.66 - $534.52 $7.53K - $9.09K	5.12K $2.73B
DIMENSIONAL ETF TRUST	7.18K + 15.71%	N/A	52.9K $2.82B
SCHE	12K + 52.42%	$25.81 - $28.52 $309K - $342K	34.8K $960M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSTR	3.24K New	$239.27 - $396.5 $776K - $1.29M	3.24K $935M
TIDAL ETF TR	28K New	N/A	28K $509M
UEC	90.3K New	$4.77 - $8.2 $430K - $740K	90.3K $431M
VIG	2.05K New	N/A	2.05K $398M
RTX	2.02K New	$114.1 - $135.66 $231K - $274K	2.02K $268M
SONY	9.38K New	$19.88 - $25.64 $186K - $240K	9.38K $238M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	-4.47K - 1.32%	$21.23 - $23.75 $94.8K - $106K	333K $7.16B
SPSM	-1.43K - 2.17%	$40.03 - $46.81 $57.1K - $66.8K	64.5K $2.63B
AVGO	-512 - 18.32%	$167.43 - $244.7 $85.7K - $125K	2.28K $382M
MYI	-20K - 57.97%	$10.81 - $11.3 $216K - $226K	14.5K $159M
SPY	-195 - 6.58%	$551.42 - $612.93 $108K - $120K	2.77K $1.55B
TSLA	-3 - 0.36%	$222.15 - $428.22 $666 - $1.28K	836 $217M

Activity Summary All Purchases 71 New Holdings 11 Increased Positions 60 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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