Disciplined Equity Management, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $143 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $27.9M, Dimensional ETF Tr U S Equity with a value of $27.4M, Dimensional ETF Tr U S Target with a value of $17.3M, Dimensional ETF Tr U S Small C with a value of $16.8M, and Dimensional ETF Tr with a value of $14.4M.

Examining the 13F form we can see an decrease of $10.5M in the current position value, from $153M to 143M.

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

Portfolio value $143 Million
ETFs: $106 Million
Financial Services: $9.65 Million
Consumer Defensive: $5.39 Million
Consumer Cyclical: $5.02 Million
Healthcare: $3.5 Million
Communication Services: $3.38 Million
Technology: $3.21 Million
Energy: $2.7 Million
Other: $3.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $143 Million
  • Prior Value $153 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 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.