Disciplined Equity Management, Inc. Portfolio Holdings
Disciplined Equity Management, Inc.
- $153 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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