Disciplined Investments, LLC: 13F holdings
CIK 18124922026Q2
| Positions | 144 |
|---|
| Reported value | $309.6m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 144 (+3 vs prior quarter) |
|---|
| Reported value | $309.6m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFIV DIMENSIONAL ETF TRUST | 341,670 | $18.5m | 6.0% |
| WSBC DIMENSIONAL ETF TRUST | 426,625 | $16.9m | 5.4% |
| DFSD DIMENSIONAL ETF TRUST | 291,464 | $13.9m | 4.5% |
| DIMENSIONAL ETF TRUST | 180,235 | $12.6m | 4.1% |
| DFAE DIMENSIONAL ETF TRUST | 299,702 | $12.1m | 3.9% |
| VGSH VANGUARD SCOTTSDALE FDS | 194,611 | $11.3m | 3.7% |
| VCSH VANGUARD SCOTTSDALE FDS | 133,040 | $10.5m | 3.4% |
| DFIS DIMENSIONAL ETF TRUST | 274,142 | $9.6m | 3.1% |
| SJNK SPDR SERIES TRUST | 383,015 | $9.6m | 3.1% |
| DIMENSIONAL ETF TRUST | 207,790 | $8.7m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1812492")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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