Discipline Wealth Solutions, LLC Incresed Positions in Q3 2024

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
99.4K
+ 14.43%
$31.05 - $34.29 $3.09M - $3.41M
789K $27M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
37.9K
+ 8.97%
$74.26 - $78.84 $2.81M - $2.99M
461K $36.1M
VEA
Vanguard Ftse Developed Market

ETFs
34.6K
+ 16.68%
$47.6 - $53.31 $1.65M - $1.85M
242K $12.8M
IVV
Ishares Core S&P 500 ETF

ETFs
4.17K
+ 1089.3%
$520.18 - $576.82 $2.17M - $2.41M
4.56K $2.63M
BNDX
Vanguard Total International B

ETFs
35.8K
+ 10.37%
$48.42 - $50.35 $1.73M - $1.8M
381K $19.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
23.1K
+ 10.66%
$51.02 - $52.74 $1.18M - $1.22M
240K $12.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.88K
+ 13.59%
$475.2 - $527.7 $895K - $994K
15.8K $8.31M
DFIS
Dimensional ETF Tr Dimensional

ETFs
31.6K
+ 14.43%
$24.06 - $26.97 $759K - $851K
250K $6.71M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
36.3K
+ 17.1%
$25.21 - $28.46 $916K - $1.03M
249K $7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.2K
+ 197.49%
$96.25 - $101.98 $1.08M - $1.14M
16.9K $1.71M
AVDV
American Centy ETF Tr Avantis

ETFs
8.8K
+ 25.66%
$62.52 - $71.12 $550K - $626K
43.1K $3.05M
DFSV
Dimensional ETF Tr Dimensional

ETFs
19.5K
+ 19.54%
$28.25 - $31.7 $551K - $618K
119K $3.68M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8K
+ 15.46%
$59.25 - $65.33 $474K - $522K
59.7K $3.87M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.55K
+ 36.98%
$76.38 - $78.87 $501K - $517K
24.3K $1.91M
IVE
Ishares S&P 500 Value ETF

ETFs
2.19K
+ 93.64%
$181.06 - $197.17 $397K - $432K
4.53K $893K
VBR
Vanguard Small Cap Value ETF

ETFs
1.71K
+ 34.43%
$179.99 - $201.6 $307K - $344K
6.67K $1.34M
EFV
Msci Eafe Value ETF

ETFs
4.96K
+ 70.07%
$51.72 - $57.96 $257K - $288K
12K $692K
VTV
Vanguard Value ETF

ETFs
1.31K
+ 42.77%
$159.75 - $174.57 $208K - $228K
4.36K $760K
VB
Vanguard Small Cap ETF

ETFs
827
+ 25.6%
$214.77 - $237.72 $178K - $197K
4.06K $962K
VTI
Vanguard Total Stock Market Et

ETFs
256
+ 8.17%
$255.18 - $283.2 $65.3K - $72.5K
3.39K $959K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.09K
+ 37.86%
$75.32 - $84.37 $82.2K - $92K
3.97K $332K
TILT
Flexshares Tr

ETFs
4
+ 0.17%
$192.68 - $212.84 $771 - $851
2.39K $507K
Activity Summary
Buys All Purchases 65 New Holdings 42 Increased Positions 23 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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