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
