§ 13F · FUND PROFILE
Disciplined Equity Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $184M (13F)Positions · 56Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$224K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 809K | $39M | 19.7% | +1% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 524K | $37M | 18.7% | −1% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 414K | $26M | 13.0% | −1% |
| 4 | DFAS | DIMENSIONAL ETF TRUST | 350K | $25M | 12.5% | ±0% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 400K | $21M | 10.6% | −4% |
| 6 | DOW | DOW HLDGS INC | 83K | $3M | 1.7% | +73% |
| 7 | VZ | VERIZON COMMUNICATIONS INC | 53K | $3M | 1.3% | +11% |
| 8 | MO | ALTRIA GROUP INC | 38K | $2M | 1.2% | −8% |
| 9 | PFE | PFIZER INC | 87K | $2M | 1.2% | +2% |
| 10 | AB | ALLIANCEBERNSTEIN HLDG L P | 63K | $2M | 1.2% | +8% |
§ 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 $184 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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