§ 13F · FUND PROFILE
Disciplined Equity Management, Inc..
AUM · $226M (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$687K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 839K | $46M | 20.4% | +4% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 556K | $46M | 20.2% | +6% |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 366K | $30M | 13.3% | +5% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 429K | $30M | 13.3% | +4% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 413K | $22M | 9.9% | +3% |
| 6 | MO | ALTRIA GROUP INC | 37K | $3M | 1.2% | ±0% |
| 7 | F | FORD MTR CO | 191K | $3M | 1.2% | +2% |
| 8 | PRU | PRUDENTIAL FINL INC | 23K | $3M | 1.1% | +8% |
| 9 | TFC | TRUIST FINL CORP | 51K | $3M | 1.1% | ±0% |
| 10 | VZ | VERIZON COMMUNICATIONS INC | 54K | $2M | 1.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DISCIPLINED SIGNAL
AC read
Disciplined Equity Management, Inc. is a Other fund managing $226 million in assets. The fund runs a portfolio of 45 positions.
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