Disciplined Equity Management, Inc. Portfolio Holdings

Disciplined Equity Management, Inc.

  • $181 Million
  • Q3 2025

Disciplined Equity Management, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $181 Million distributed in 56 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 $37.1M, Dimensional ETF Tr Us Marketwi with a value of $34.5M, Dimensional ETF Tr U S Target with a value of $23.7M, Dimensional ETF Tr U S Small C with a value of $23.4M, and Dimensional ETF Tr with a value of $18.8M.

Examining the 13F form we can see an increase of $12M in the current position value, from $169M to 181M.

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

Portfolio value $181 Million
ETFs: $141 Million
Financial Services: $11.1 Million
Consumer Cyclical: $5.54 Million
Consumer Defensive: $5.3 Million
Technology: $4.9 Million
Healthcare: $4.08 Million
Communication Services: $3.44 Million
Energy: $2.32 Million
Other: $3.78 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.1 Million 20.5% of portfolio
512,679
Q3 2025 Added 2.6%
$0
$34.5 Million 19.07% of portfolio
772,762
Q3 2025 Added 3.47%
$0
$23.7 Million 13.07% of portfolio
406,601
Q3 2025 Added 1.1%
$0
$23.4 Million 12.93% of portfolio
342,203
Q3 2025 Added 1.41%
$0
$18.8 Million 10.37% of portfolio
407,244
Q3 2025 Added 0.85%
$0
$1.4 Million 0.77% of portfolio
36,360
Q3 2025 Added 0.17%
$0
$612,000 0.34% of portfolio
18,670
Q3 2025 Added 0.32%
$0
$409,000 0.23% of portfolio
10,840
Q3 2025 New
$0
$354,000 0.2% of portfolio
532
Q4 2024 Reduced 2.56%
$0
$275,000 0.15% of portfolio
8,590
Q3 2025 Added 0.35%
$0
$48,000 0.03% of portfolio
1,777
Q1 2025 Reduced 60.48%
$0
$22,000 0.01% of portfolio
396
Q3 2025 Reduced 26.12%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $181 Million
  • Prior Value $169 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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