Disciplined Investments, LLC Purchases in Q4 2024

Disciplined Investments, LLC

  • $197 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
181
+ 0.86%
$61.68 - $67.87 $11.2K - $12.3K
21.3K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 2.33%
$442.29 - $483.08 $6.19K - $6.76K
615 $278K
VBR
Vanguard Small Cap Value ETF

ETFs
65
+ 1.49%
$197.36 - $217.3 $12.8K - $14.1K
4.43K $878K
Dimensional ETF Trust
14.2K
+ 8.99%
N/A
172K $0
VDE
Vanguard Energy ETF

ETFs
36
+ 1.05%
$116.67 - $136.78 $4.2K - $4.92K
3.46K $419K
TXN
Texas Instruments Inc

Technology
2
+ 0.05%
N/A
3.77K $733K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
109
+ 0.87%
$24.19 - $24.63 $2.64K - $2.68K
12.7K $306K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.1%
$126.68 - $134.74 $380 - $404
2.99K $381K
IVE
Ishares S&P 500 Value ETF

ETFs
44
+ 1.4%
$189.5 - $206.17 $8.34K - $9.07K
3.19K $608K
XLE
Energy Sector Spdr

ETFs
269
+ 1.38%
$83.32 - $97.27 $22.4K - $26.2K
19.8K $1.69M
CAT
Caterpillar Inc

Industrials
6
+ 0.77%
$360.37 - $416.88 $2.16K - $2.5K
785 $284K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
402
+ 0.89%
$48.33 - $49.08 $19.4K - $19.7K
45.6K $2.21M
KO
Coca Cola CO

Consumer Defensive
16
+ 0.45%
$61.74 - $71.71 $988 - $1.15K
3.56K $221K
VGSH
Vanguard

ETFs
711
+ 0.7%
$58.02 - $58.88 $41.3K - $41.9K
102K $5.91M
DISV
Dimensional ETF Tr Dimensional

ETFs
7
+ 0.04%
$26.18 - $28.77 $183 - $201
17.8K $473K
DFAE
Dimensional ETF Tr

ETFs
12.8K
+ 7.06%
$25.36 - $28.15 $324K - $359K
194K $4.91M
EFA
Ishares Tr Msci Eafe ETF

ETFs
156
+ 1.56%
$75.1 - $82.99 $11.7K - $12.9K
10.2K $767K
XOM
Exxon Mobil Corp

Energy
33
+ 0.34%
$105.51 - $125.37 $3.48K - $4.14K
9.86K $1.06M
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.44K
+ 5.83%
$24.25 - $26.7 $205K - $225K
153K $3.76M
IWD
Ishares Russell 1000 Val ETF

ETFs
50
+ 0.17%
$183.23 - $199.79 $9.16K - $9.99K
29.2K $5.4M
DFIV
Dimensional ETF Tr

ETFs
13.5K
+ 5.71%
$34.86 - $37.97 $470K - $512K
250K $8.86M
PFF
Ishares Trust Ishares Pfd And

ETFs
25
+ 0.03%
$31.23 - $33.51 $781 - $838
79.5K $2.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.14K
+ 3.43%
$44.04 - $49.49 $94.1K - $106K
64.4K $2.83M
DFAR
Dimensional ETF Tr Dimensional

ETFs
229
+ 0.23%
$22.72 - $25.76 $5.2K - $5.9K
99.7K $2.32M
COP
Conocophillips

Energy
19
+ 0.05%
$95.12 - $114.72 $1.81K - $2.18K
38.8K $3.85M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
809
+ 1.85%
$60.13 - $67.31 $48.6K - $54.5K
44.4K $2.7M
EFV
Msci Eafe Value ETF

ETFs
202
+ 0.33%
$51.78 - $57.15 $10.5K - $11.5K
61.8K $3.24M
Activity Summary
Buys All Purchases 78 New Holdings 10 Increased Positions 68 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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