Disciplined Equity Management, Inc. has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $158 Million distributed in 63 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 $30.4M, Dimensional ETF Tr Us Marketwi with a value of $28.7M, Dimensional ETF Tr U S Target with a value of $18.8M, Dimensional ETF Tr U S Small C with a value of $18.6M, and Dimensional ETF Tr with a value of $13.9M.
Examining the 13F form we can see an increase of $6.83M in the current position value, from $152M to 158M.
Below you can find more details about Disciplined Equity Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$158 Million
ETFs: $113 Million
Financial Services: $9.81 Million
Consumer Cyclical: $5.82 Million
Consumer Defensive: $5.56 Million
Technology: $5.49 Million
Energy: $3.86 Million
Healthcare: $3.55 Million
Communication Services: $3.43 Million
Other: $8.06 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
