§ 13F · FUND PROFILE
Disciplined Equity Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $170.3T (13F)Positions · 64Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 527K | $39.1T | 20.2% | +3% |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 802K | $37.4T | 19.4% | +4% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 418K | $24.9T | 12.9% | +3% |
| 4 | DFAS | DIMENSIONAL ETF TRUST | 350K | $24.4T | 12.6% | +2% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 416K | $20.8T | 10.8% | +2% |
| 6 | F | FORD MTR CO | 206K | $2.7T | 1.4% | −1% |
| 7 | TFC | TRUIST FINL CORP | 53K | $2.6T | 1.4% | −1% |
| 8 | MO | ALTRIA GROUP INC | 41K | $2.4T | 1.2% | −1% |
| 9 | AB | ALLIANCEBERNSTEIN HLDG L P | 58K | $2.2T | 1.2% | −1% |
| 10 | PRU | PRUDENTIAL FINL INC | 19K | $2.2T | 1.1% | −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 $170340.8 trillion in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed