Disciplined Investments, LLC Incresed Positions in Q2 2025

Disciplined Investments, LLC

  • $226 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
41.5K
+ 37.62%
$47.09 - $48.01 $1.95M - $1.99M
152K $7.29M
DUHP
Dimensional ETF Tr Dimensional

ETFs
41.1K
+ 41.42%
$29.36 - $35.56 $1.21M - $1.46M
140K $4.99M
DFIV
Dimensional ETF Tr

ETFs
18.8K
+ 6.64%
$34.67 - $43.21 $653K - $814K
302K $13M
DFIS
Dimensional ETF Tr Dimensional

ETFs
28.2K
+ 14.28%
$23.2 - $29.84 $655K - $842K
226K $6.74M
DFAE
Dimensional ETF Tr

ETFs
27K
+ 11.31%
$22.87 - $28.95 $618K - $782K
266K $7.7M
VGSH
Vanguard

ETFs
23.7K
+ 17.94%
$58.32 - $58.95 $1.38M - $1.4M
156K $9.17M
DFAT
Dimensional ETF Tr U S Target

ETFs
12.9K
+ 9.31%
$44.8 - $53.97 $578K - $696K
151K $8.17M
DIHP
Dimensional ETF Tr Dimensional

ETFs
25.5K
+ 29.23%
$24.32 - $29.74 $621K - $759K
113K $3.33M
IWF
Ishares Russell 1000 Gr ETF

ETFs
9
+ 0.08%
$320.42 - $424.58 $2.88K - $3.82K
11.8K $4.99M
NVDA
Nvidia Corp

Technology
136
+ 1.11%
$94.31 - $157.99 $12.8K - $21.5K
12.4K $1.96M
SJNK
Spdr Bloomberg Short Term High

ETFs
15.1K
+ 4.61%
$24.12 - $25.48 $365K - $385K
343K $8.73M
EFV
Msci Eafe Value ETF

ETFs
1.81K
+ 2.95%
$52.4 - $64.65 $95.1K - $117K
63.3K $4.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
582
+ 2.01%
$166.82 - $194.23 $97.1K - $113K
29.5K $5.73M
DFAR
Dimensional ETF Tr Dimensional

ETFs
14.8K
+ 12.73%
$20.99 - $23.93 $310K - $353K
131K $3.07M
WMT
Walmart Inc.

Consumer Defensive
231
+ 0.74%
$81.79 - $99.98 $18.9K - $23.1K
31.3K $3.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.48K
+ 2.41%
$39.89 - $49.46 $59.2K - $73.3K
63.1K $3.12M
TFLO
Ishares Treasury Floating Rate

ETFs
4.97K
+ 5.25%
$50.47 - $50.66 $251K - $252K
99.5K $5.04M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.17K
+ 26.06%
$48.13 - $49.85 $201K - $208K
20.2K $989K
VTV
Vanguard Value ETF

ETFs
147
+ 0.66%
$153.67 - $176.74 $22.6K - $26K
22.4K $3.97M
IWN
Ishares Russell2000 Val ETF

ETFs
678
+ 14.58%
$131.84 - $157.76 $89.4K - $107K
5.33K $840K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
835
+ 1.26%
$36.25 - $42.28 $30.3K - $35.3K
67.3K $2.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
327
+ 15.03%
$152.42 - $182.82 $49.8K - $59.8K
2.5K $457K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.03%
$224.16 - $285.86 $224 - $286
3.03K $865K
VBR
Vanguard Small Cap Value ETF

ETFs
187
+ 4.23%
$162.76 - $195.77 $30.4K - $36.6K
4.61K $898K
AMZN
Amazon Com Inc

Consumer Cyclical
62
+ 2.85%
$167.32 - $223.3 $10.4K - $13.8K
2.24K $490K
IVE
Ishares S&P 500 Value ETF

ETFs
297
+ 11.17%
$168.34 - $195.42 $50K - $58K
2.96K $577K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.35K
+ 5.31%
$24.21 - $29.47 $32.7K - $39.8K
26.8K $787K
AVLV
American Centy ETF Tr Avantis
149
+ 2.01%
$56.85 - $68.21 $8.47K - $10.2K
7.55K $515K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.1%
$114.78 - $133.31 $344 - $400
3K $399K
WMB
Williams Companies, Inc.

Energy
8
+ 0.23%
$54.33 - $62.87 $435 - $503
3.55K $222K
ARLP
Alliance Resource Partners LP

Energy
1.62K
+ 2.63%
$24.67 - $27.45 $39.9K - $44.4K
63.1K $1.65M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
20
+ 0.18%
$49.79 - $50.59 $996 - $1.01K
11.3K $569K
VGIT
Vanguard Intermediate Term Tre

ETFs
33
+ 0.48%
$58.63 - $59.9 $1.93K - $1.98K
6.9K $412K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
7
+ 0.05%
$23.32 - $24.45 $163 - $171
12.9K $315K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
500
+ 0.83%
$8.43 - $8.77 $4.22K - $4.39K
60.4K $524K
Dimensional ETF Trust
61.1K
+ 24.16%
N/A
314K $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3
+ 0.05%
$102.02 - $103.5 $306 - $311
6.15K $632K
CLIR
Clear Sign Technologies Corp

Industrials
8.74K
+ 18.53%
$0.5 - $0.76 $4.37K - $6.64K
55.9K $31K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.07%
$210.83 - $235.28 $211 - $235
1.42K $313K
JBHT
Hunt J B Transport Services Inc

Industrials
90
+ 0.24%
$124.73 - $152.78 $11.2K - $13.8K
38.3K $5.5M
OKE
Oneok Inc

Energy
19
+ 0.08%
$78.71 - $100.37 $1.5K - $1.91K
22.8K $1.86M
Activity Summary
Buys All Purchases 46 New Holdings 4 Increased Positions 42 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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