Disciplined Equity Management, Inc. — 13F holdings

Disciplined Equity Management, Inc. reported 47 holdings worth $227M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $46.5M (20.5%)
  2. DFUV DIMENSIONAL ETF TRUST — $46.2M (20.3%)
  3. DIMENSIONAL ETF TRUST — $28.7M (12.6%)
  4. DIMENSIONAL ETF TRUST — $28.6M (12.6%)
  5. DFIV DIMENSIONAL ETF TRUST — $23.0M (10.1%)
  6. CRWD CROWDSTRIKE HLDGS INC — $3.07M (1.4%)
  7. PRU PRUDENTIAL FINL INC — $2.66M (1.2%)
  8. MO ALTRIA GROUP INC — $2.52M (1.1%)
  9. PFE PFIZER INC — $2.51M (1.1%)
  10. VZ VERIZON COMMUNICATIONS INC — $2.46M (1.1%)