Disciplined Equity Management, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $153 Million distributed in 58 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 $29.9M, Dimensional ETF Tr Us Marketwi with a value of $27.6M, Dimensional ETF Tr U S Target with a value of $18.5M, Dimensional ETF Tr U S Small C with a value of $18.2M, and Dimensional ETF Tr with a value of $12.8M.

Examining the 13F form we can see an decrease of $5.23M in the current position value, from $158M to 153M.

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

Portfolio value $153 Million
ETFs: $109 Million
Financial Services: $10.1 Million
Consumer Cyclical: $5.93 Million
Consumer Defensive: $5.32 Million
Technology: $4.65 Million
Energy: $4.24 Million
Healthcare: $3.42 Million
Communication Services: $3.24 Million
Other: $6.82 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $153 Million
  • Prior Value $158 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Disciplined Equity Management, Inc. Portfolio

Follow Disciplined Equity Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Disciplined Equity Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Equity Management, Inc. with notifications on news.