Disciplined Equity Management, Inc.: 13F holdings
CIK 19093802026Q2
| Positions | 45 |
|---|
| Reported value | $225.8m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 45 (+1 vs prior quarter) |
|---|
| Reported value | $225.8m (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| YM=F DIMENSIONAL ETF TRUST | 838,894 | $46.1m | 20.4% |
| DFUS DIMENSIONAL ETF TRUST | 556,457 | $45.6m | 20.2% |
| DIMENSIONAL ETF TRUST | 365,926 | $30.1m | 13.3% |
| DIMENSIONAL ETF TRUST | 429,100 | $30.0m | 13.3% |
| DFIV DIMENSIONAL ETF TRUST | 413,227 | $22.3m | 9.9% |
| MO ALTRIA GROUP INC | 37,445 | $2.7m | 1.2% |
| F FORD MTR CO | 191,450 | $2.7m | 1.2% |
| PRU PRUDENTIAL FINL INC | 23,430 | $2.5m | 1.1% |
| TFC TRUIST FINL CORP | 50,510 | $2.5m | 1.1% |
| VZ VERIZON COMMUNICATIONS INC | 53,555 | $2.3m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909380")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples