Disciplined Investments, LLC Purchases in Q1 2025

Disciplined Investments, LLC

  • $210 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
33.8K
+ 13.54%
$35.33 - $40.77 $1.2M - $1.38M
284K $11.3M
VGSH
Vanguard

ETFs
30.7K
+ 30.26%
$58.07 - $58.69 $1.78M - $1.8M
132K $7.76M
DUHP
Dimensional ETF Tr Dimensional

ETFs
53.4K
+ 116.54%
$32.57 - $35.82 $1.74M - $1.91M
99.3K $3.26M
DFIS
Dimensional ETF Tr Dimensional

ETFs
44.5K
+ 29.04%
$23.92 - $26.89 $1.06M - $1.2M
198K $5.17M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
16.3K
+ 16.39%
$77.7 - $78.94 $1.27M - $1.29M
116K $9.14M
DIHP
Dimensional ETF Tr Dimensional

ETFs
47.6K
+ 120.03%
$25.1 - $27.85 $1.2M - $1.33M
87.3K $2.37M
DFAE
Dimensional ETF Tr

ETFs
45.4K
+ 23.44%
$24.64 - $26.86 $1.12M - $1.22M
239K $6.21M
SJNK
Spdr Bloomberg Short Term High

ETFs
46.6K
+ 16.58%
$25.08 - $25.64 $1.17M - $1.19M
328K $8.24M
WMT
Walmart Inc.

Consumer Defensive
11.1K
+ 55.62%
$84.5 - $105.05 $938K - $1.17M
31K $2.73M
PSX
Phillips 66

Energy
274
+ 0.53%
$113.93 - $131.55 $31.2K - $36K
51.7K $6.39M
AJG
Arthur J. Gallagher & Co.

Financial Services
46
+ 0.79%
$275.89 - $345.24 $12.7K - $15.9K
5.9K $2.04M
DFAT
Dimensional ETF Tr U S Target

ETFs
16.8K
+ 13.83%
$50.44 - $58.1 $849K - $978K
139K $7.14M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.9K
+ 75.73%
$49.25 - $50.66 $340K - $350K
16K $793K
LOW
Lowes Companies Inc

Consumer Cyclical
1.41K
New
$222.66 - $268.42 $315K - $380K
1.41K $329K
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.13K
+ 4.87%
$46.74 - $47.55 $240K - $244K
110K $5.24M
COST
Costco Wholesale Corp

Consumer Defensive
303
New
$890.62 - $1076.86 $270K - $326K
303 $286K
WMB
Williams Companies, Inc.

Energy
3.54K
New
$54.02 - $61.09 $191K - $216K
3.54K $211K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.77K
New
$68.32 - $75.06 $189K - $208K
2.77K $204K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.68K
+ 14.31%
$105.1 - $109.61 $177K - $184K
13.4K $1.46M
IEFA
Ishares Tr

ETFs
454
+ 1.81%
$69.57 - $78.65 $31.6K - $35.7K
25.5K $1.95M
AAPL
Apple Inc.

Technology
1.71K
+ 23.82%
$209.68 - $247.1 $358K - $422K
8.87K $1.97M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
109
+ 0.25%
$59.28 - $66.1 $6.46K - $7.2K
44.6K $2.87M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.25K
+ 10.14%
$75.99 - $81.58 $171K - $183K
24.4K $1.88M
AMZN
Amazon Com Inc

Consumer Cyclical
849
+ 64.12%
$190.26 - $242.06 $162K - $206K
2.17K $413K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.88K
+ 37.74%
$57.44 - $59.4 $108K - $112K
6.87K $407K
STLG
Ishares Factors Us Growth Styl

ETFs
2.2K
+ 15.1%
N/A
16.8K $843K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
508
+ 1.11%
$48.43 - $49.9 $24.6K - $25.3K
46.1K $2.3M
OKE
Oneok Inc

Energy
1.08K
+ 5.0%
$89.57 - $109.85 $97K - $119K
22.7K $2.26M
JPM
Jpmorgan Chase & CO

Financial Services
269
+ 29.76%
$225.19 - $279.95 $60.6K - $75.3K
1.17K $287K
ARLP
Alliance Resource Partners LP

Energy
1.55K
+ 2.58%
$24.47 - $29.24 $37.9K - $45.3K
61.5K $1.64M
GE
General Electric CO

Industrials
111
+ 9.21%
$168.59 - $212.13 $18.7K - $23.5K
1.32K $263K
VO
Vanguard Mid Cap ETF

ETFs
280
+ 11.39%
$251.87 - $277.95 $70.5K - $77.8K
2.74K $704K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
4.82K
+ 8.75%
$8.58 - $8.9 $41.4K - $42.9K
59.9K $524K
AVLV
American Centy ETF Tr Avantis
906
+ 13.94%
$63.51 - $70.42 $57.5K - $63.8K
7.4K $478K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
992
+ 7.95%
$42.38 - $43.28 $42K - $42.9K
13.5K $572K
VTV
Vanguard Value ETF

ETFs
33
+ 0.15%
$167.73 - $179.21 $5.54K - $5.91K
22.3K $3.81M
MSFT
Microsoft Corp

Technology
320
+ 17.94%
$375.39 - $447.2 $120K - $143K
2.1K $789K
KO
Coca Cola CO

Consumer Defensive
41
+ 1.15%
$60.81 - $72.32 $2.49K - $2.97K
3.6K $258K
IEMG
Ishares Inc

ETFs
565
+ 1.11%
N/A
51.6K $2.77M
VDE
Vanguard Energy ETF

ETFs
24
+ 0.69%
$119.14 - $132.76 $2.86K - $3.19K
3.48K $447K
TRP
Tc Energy Corp

Energy
211
+ 2.51%
$44.29 - $49.27 $9.35K - $10.4K
8.61K $406K
QQQ
Invesco Qqq Trust, Series 1

ETFs
260
+ 10.04%
$468.34 - $539.52 $122K - $140K
2.85K $1.34M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
220
+ 1.74%
$24.07 - $24.5 $5.3K - $5.39K
12.9K $312K
IVV
Ishares Core S&P 500 ETF

ETFs
208
+ 5.69%
$554.06 - $615.85 $115K - $128K
3.86K $2.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.13%
$126.11 - $135.06 $504 - $540
3K $382K
Dimensional ETF Trust
81.3K
+ 47.3%
N/A
253K $0
TXN
Texas Instruments Inc

Technology
2
+ 0.05%
N/A
3.77K $733K
HOMB
Home Bancshares Inc

Financial Services
1
+ 0.01%
$27.23 - $31.23 $27.2 - $31.2
17.8K $501K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.09%
$253.32 - $282.66 $253 - $283
1.11K $282K
Activity Summary
Buys All Purchases 57 New Holdings 4 Increased Positions 53 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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