Discipline Wealth Solutions, LLC Incresed Positions in Q3 2025

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
164K
+ 17.15%
$36.04 - $38.78 $5.92M - $6.37M
1.12M $43.3M
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
AAPL
Apple Inc.

Technology
4.88K
+ 30.66%
$202.38 - $256.87 $987K - $1.25M
20.8K $5.29M
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
DUHP
Dimensional ETF Tr Dimensional

ETFs
41.5K
+ 363.41%
$35.76 - $37.93 $1.48M - $1.57M
52.9K $2M
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
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
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
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
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
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
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
IWC
Russell Micro Cap ETF

ETFs
2.89K
+ 68.71%
$127.86 - $151.39 $370K - $438K
7.1K $1.06M
GLD
Spdr Gold Trust

ETFs
131
+ 1.45%
$300.96 - $355.47 $39.4K - $46.6K
9.19K $3.27M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
4.43K
+ 23.87%
$82.72 - $89.22 $366K - $395K
23K $2.04M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
1.51K
+ 3.9%
$66.7 - $76.76 $101K - $116K
40.2K $3.07M
MSFT
Microsoft Corp

Technology
697
+ 19.13%
$491.09 - $535.64 $342K - $373K
4.34K $2.25M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
998
+ 18.05%
$173.23 - $213.34 $173K - $213K
6.53K $1.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.05K
+ 15.38%
$78.11 - $79.07 $394K - $399K
37.8K $2.99M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.92K
+ 175.31%
$78.96 - $80.04 $389K - $394K
7.73K $617K
GOOGL
Alphabet Inc.

Communication Services
390
+ 10.13%
$174.36 - $254.72 $68K - $99.3K
4.24K $1.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.49K
+ 56.97%
$72.57 - $74.72 $326K - $336K
12.4K $920K
WTMF
Wisdomtree Tr Managed Futures

ETFs
8K
+ 58.01%
$35.27 - $37.96 $282K - $304K
21.8K $825K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.28K
+ 14.15%
$100.37 - $100.74 $330K - $331K
26.5K $2.67M
GOOG
Alphabet Inc.

Communication Services
350
+ 12.49%
$175.16 - $255.24 $61.3K - $89.3K
3.15K $767K
V
Visa Inc.

Financial Services
825
+ 58.43%
$332.09 - $358.86 $274K - $296K
2.24K $763K
VNQ
Vanguard Specialized Funds Van

ETFs
2.68K
+ 110.79%
$88.47 - $93.24 $237K - $250K
5.1K $466K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.29K
+ 30.3%
$87.29 - $93.61 $200K - $214K
9.85K $919K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.8K
+ 92.4%
$66.38 - $71.68 $186K - $201K
5.83K $415K
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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