Disciplined Investments, LLC Incresed Positions in Q3 2024

Disciplined Investments, LLC

  • $195 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
42.3K
+ 83.9%
$47.0 - $47.84 $1.99M - $2.02M
92.6K $4.42M
DFIV
Dimensional ETF Tr

ETFs
21.6K
+ 10.07%
$34.66 - $38.38 $749K - $830K
236K $9M
SJNK
Spdr Bloomberg Short Term High

ETFs
42.2K
+ 17.67%
$24.8 - $25.75 $1.05M - $1.09M
281K $7.24M
XLE
Energy Sector Spdr

ETFs
14K
+ 255.66%
$84.35 - $93.39 $1.18M - $1.31M
19.5K $1.71M
DFAT
Dimensional ETF Tr U S Target

ETFs
11.1K
+ 10.28%
$51.0 - $57.07 $565K - $632K
119K $6.61M
JBHT
Hunt J B Transport Services Inc

Industrials
3.55K
+ 11.3%
$155.54 - $176.97 $553K - $629K
35K $6.03M
DFAE
Dimensional ETF Tr

ETFs
21.1K
+ 13.21%
$24.46 - $27.82 $516K - $587K
181K $4.96M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.91K
+ 188.55%
$106.11 - $113.72 $734K - $786K
10.6K $1.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
20K
+ 106.57%
$30.74 - $34.07 $614K - $680K
38.7K $1.32M
DFIS
Dimensional ETF Tr Dimensional

ETFs
14K
+ 10.68%
$24.06 - $26.97 $336K - $377K
145K $3.88M
IWD
Ishares Russell 1000 Val ETF

ETFs
97
+ 0.33%
$173.36 - $189.8 $16.8K - $18.4K
29.1K $5.52M
DIHP
Dimensional ETF Tr Dimensional

ETFs
14.8K
+ 96.96%
$25.23 - $27.94 $373K - $413K
30K $831K
OKE
Oneok Inc

Energy
2.31K
+ 11.52%
$78.62 - $95.27 $181K - $220K
22.3K $2.03M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.95K
+ 2.11%
$76.94 - $79.54 $150K - $155K
93.9K $7.46M
IEFA
Ishares Tr

ETFs
3.04K
+ 15.93%
$70.09 - $78.74 $213K - $239K
22.1K $1.73M
WMT
Walmart Inc.

Consumer Defensive
348
+ 1.51%
$66.91 - $81.4 $23.3K - $28.3K
23.4K $1.89M
EFV
Msci Eafe Value ETF

ETFs
551
+ 0.9%
$51.72 - $57.96 $28.5K - $31.9K
61.6K $3.54M
VBK
Vanguard Small Cap Growth ETF

ETFs
114
+ 1.03%
$240.48 - $267.94 $27.4K - $30.5K
11.1K $2.98M
EFG
Msci Eafe Growth ETF

ETFs
406
+ 1.34%
$96.84 - $108.77 $39.3K - $44.2K
30.8K $3.31M
TFLO
Ishares Treasury Floating Rate

ETFs
3.79K
+ 3.7%
$50.42 - $50.66 $191K - $192K
106K $5.38M
IWF
Ishares Russell 1000 Gr ETF

ETFs
97
+ 0.81%
$332.02 - $382.76 $32.2K - $37.1K
12.1K $4.54M
AJG
Arthur J. Gallagher & Co.

Financial Services
38
+ 0.65%
$259.22 - $299.75 $9.85K - $11.4K
5.85K $1.65M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
768
+ 3.78%
$57.32 - $62.65 $44K - $48.1K
21.1K $1.32M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
6.5K
+ 32.5%
$14.94 - $15.76 $97.1K - $102K
26.5K $417K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.15%
$523.84 - $572.02 $2.1K - $2.29K
2.63K $1.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
73
+ 2.19%
$256.4 - $289.78 $18.7K - $21.2K
3.41K $968K
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 0.65%
$179.99 - $201.6 $5.04K - $5.64K
4.37K $877K
ARLP
Alliance Resource Partners LP

Energy
1.71K
+ 3.01%
$22.57 - $25.89 $38.6K - $44.2K
58.5K $1.46M
IVE
Ishares S&P 500 Value ETF

ETFs
134
+ 4.45%
$181.06 - $197.17 $24.3K - $26.4K
3.15K $620K
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.09%
$150.05 - $171.34 $600 - $685
4.54K $756K
DISV
Dimensional ETF Tr Dimensional

ETFs
857
+ 5.05%
$26.06 - $29.18 $22.3K - $25K
17.8K $518K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.27K
+ 22.03%
$23.61 - $24.64 $53.6K - $55.9K
12.6K $307K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
10K
+ 100.0%
$8.08 - $11.02 $80.8K - $110K
20K $165K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
934
+ 13.02%
$49.93 - $51.15 $46.6K - $47.8K
8.11K $414K
IEMG
Ishares Inc

ETFs
729
+ 1.46%
$53.64 - $53.64 $39.1K - $39.1K
50.5K $2.71M
AVLV
American Centy ETF Tr Avantis
264
+ 4.3%
$60.05 - $65.83 $15.9K - $17.4K
6.41K $421K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.13%
$117.9 - $128.2 $472 - $513
2.99K $383K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
230
+ 2.04%
$41.95 - $43.42 $9.65K - $9.99K
11.5K $500K
VDE
Vanguard Energy ETF

ETFs
186
+ 5.75%
$117.44 - $131.06 $21.8K - $24.4K
3.42K $419K
AMD
Advanced Micro Devices Inc

Technology
8
+ 0.35%
$128.67 - $183.96 $1.03K - $1.47K
2.27K $372K
Dimensional ETF Trust
30.6K
+ 24.08%
N/A
158K $0
Schwab Charles Family Fd
20.1K
+ 0.8%
N/A
2.52M $0
MSFT
Microsoft Corp

Technology
15
+ 1.1%
$395.15 - $467.56 $5.93K - $7.01K
1.38K $592K
PCAR
Paccar Inc

Industrials
17
+ 0.23%
$91.64 - $109.98 $1.56K - $1.87K
7.5K $739K
COP
Conocophillips

Energy
256
+ 0.66%
$102.3 - $116.61 $26.2K - $29.9K
38.8K $4.08M
PSX
Phillips 66

Energy
93
+ 0.18%
$125.0 - $147.17 $11.6K - $13.7K
51.8K $6.8M
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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