Disciplined Equity Management, Inc. Purchases in Q2 2025

Disciplined Equity Management, Inc.

  • $169 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
43.3K
+ 9.49%
$53.65 - $67.02 $2.32M - $2.9M
500K $33.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
55.3K
+ 19.62%
$52.31 - $63.72 $2.9M - $3.53M
337K $21.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
66.1K
+ 19.65%
$44.8 - $53.97 $2.96M - $3.56M
402K $21.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
65K
+ 9.53%
$36.25 - $42.28 $2.36M - $2.75M
747K $31.6M
DFIV
Dimensional ETF Tr

ETFs
39.9K
+ 10.96%
$34.67 - $43.21 $1.38M - $1.72M
404K $17.3M
TFC
Truist Financial Corp

Financial Services
8.17K
+ 17.38%
$34.79 - $42.99 $284K - $351K
55.2K $2.37M
AB
Alliancebernstein Holding L.P.

Financial Services
6.49K
+ 12.06%
$33.0 - $41.77 $214K - $271K
60.3K $2.46M
F
Ford Motor CO

Consumer Cyclical
20.6K
+ 10.71%
$8.69 - $10.85 $179K - $224K
213K $2.32M
USB
Us Bancorp \De\

Financial Services
5.47K
+ 22.74%
$36.4 - $45.76 $199K - $250K
29.5K $1.34M
PRU
Prudential Financial Inc

Financial Services
3.26K
+ 19.84%
$95.12 - $112.71 $310K - $367K
19.7K $2.11M
VTRS
Viatris Inc

Healthcare
26.3K
+ 22.27%
$7.26 - $9.12 $191K - $239K
144K $1.29M
CAT
Caterpillar Inc

Industrials
280
+ 11.2%
$273.94 - $388.21 $76.7K - $109K
2.78K $1.08M
KMI
Kinder Morgan, Inc.

Energy
7.25K
+ 17.31%
$25.21 - $29.4 $183K - $213K
49.1K $1.44M
T
At&T Inc.

Communication Services
7.43K
+ 17.97%
$26.33 - $28.94 $196K - $215K
48.8K $1.41M
MO
Altria Group, Inc.

Consumer Defensive
3.4K
+ 8.72%
$55.56 - $60.91 $189K - $207K
42.4K $2.49M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
230
+ 0.64%
$29.12 - $35.84 $6.7K - $8.24K
36.3K $1.3M
BBY
Best Buy CO Inc

Consumer Cyclical
3.2K
+ 20.34%
$56.17 - $75.73 $180K - $242K
18.9K $1.27M
VZ
Verizon Communications Inc

Communication Services
4.54K
+ 9.33%
$41.67 - $45.62 $189K - $207K
53.1K $2.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
670
+ 8.49%
$23.4 - $29.68 $15.7K - $19.9K
8.56K $254K
KHC
Kraft Heinz CO

Consumer Defensive
7.18K
+ 20.29%
$25.61 - $30.81 $184K - $221K
42.6K $1.1M
JNJ
Johnson & Johnson

Healthcare
11
New
$146.36 - $159.82 $1.61K - $1.76K
11 $1K
PSX
Phillips 66

Energy
15
New
$92.87 - $125.73 $1.39K - $1.89K
15 $1K
DWAC
Digital World Acquisition Corp.

Financial Services
3
New
N/A
3 $0
Arista Networks Inc
990
+ 9.65%
N/A
11.3K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
37
New
$7.69 - $11.46 $285 - $424
37 $0
PMM
Putnam Managed Municipal Income Trust

Financial Services
140
New
$5.75 - $6.19 $805 - $867
140 $0
PG
Procter & Gamble CO

Consumer Defensive
6
New
$157.66 - $172.39 $946 - $1.03K
6 $0
PTON
Peloton Interactive, Inc.

Consumer Cyclical
4
New
$5.0 - $7.65 $20 - $30.6
4 $0
AAPL
Apple Inc.

Technology
28
+ 4.24%
$172.42 - $223.89 $4.83K - $6.27K
688 $141K
OKE
Oneok Inc

Energy
2.46K
+ 20.47%
$78.71 - $100.37 $194K - $247K
14.5K $1.18M
DOW
Dow Inc.

Basic Materials
13.2K
+ 24.26%
$25.81 - $34.89 $341K - $461K
67.7K $1.79M
CAG
Conagra Brands Inc.

Consumer Defensive
8.97K
+ 12.33%
$20.4 - $26.78 $183K - $240K
81.7K $1.67M
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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