Disciplined Equity Management, Inc. Portfolio Holdings

Disciplined Equity Management, Inc.

  • $169 Million
  • Q2 2025

Disciplined Equity Management, Inc. has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $169 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $33.5M, Dimensional ETF Tr Us Marketwi with a value of $31.6M, Dimensional ETF Tr U S Target with a value of $21.7M, Dimensional ETF Tr U S Small C with a value of $21.5M, and Dimensional ETF Tr with a value of $17.3M.

Examining the 13F form we can see an increase of $26.5M in the current position value, from $143M to 169M.

Below you can find more details about Disciplined Equity Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
ETFs: $128 Million
Financial Services: $11.2 Million
Consumer Cyclical: $5.73 Million
Consumer Defensive: $5.3 Million
Technology: $4.4 Million
Healthcare: $3.91 Million
Communication Services: $3.72 Million
Energy: $2.9 Million
Other: $3.87 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.5 Million 19.8% of portfolio
499,676
Q2 2025 Added 9.49%
$0
$31.6 Million 18.67% of portfolio
746,866
Q2 2025 Added 9.53%
$0
$21.7 Million 12.83% of portfolio
402,185
Q2 2025 Added 19.65%
$0
$21.5 Million 12.71% of portfolio
337,442
Q2 2025 Added 19.62%
$0
$17.3 Million 10.23% of portfolio
403,820
Q2 2025 Added 10.96%
$0
$1.3 Million 0.77% of portfolio
36,300
Q2 2025 Added 0.64%
$0
$578,000 0.34% of portfolio
18,610
Q4 2024 Added 0.81%
$0
$328,000 0.19% of portfolio
532
Q4 2024 Reduced 2.56%
$0
$254,000 0.15% of portfolio
8,560
Q2 2025 Added 8.49%
$0
$47,000 0.03% of portfolio
1,777
Q1 2025 Reduced 60.48%
$0
$27,000 0.02% of portfolio
536
Q2 2025 Reduced 15.59%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $169 Million
  • Prior Value $143 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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