§ 13F · FUND PROFILE
Disciplined Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $236.4T (13F)Positions · 124Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T 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 FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | 314K | $15.7T | 6.0% | +1% |
| 2 | DFLV | DIMENSIONAL ETF TRUST | 351K | $12.0T | 4.6% | +6% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 215K | $10.3T | 4.0% | +11% |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 123K | $9.8T | 3.8% | +3% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 164K | $9.8T | 3.8% | +5% |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | 160K | $9.4T | 3.6% | +6% |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 281K | $9.2T | 3.5% | +4% |
| 8 | SJNK | SPDR SERIES TRUST | 356K | $9.0T | 3.5% | +1% |
| 9 | DFIS | DIMENSIONAL ETF TRUST | 248K | $8.2T | 3.1% | +5% |
| 10 | VUG | VANGUARD INDEX FDS | 16K | $7.7T | 3.0% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DISCIPLINED SIGNAL
AC read
Disciplined Investments, LLC is a Other fund managing $236353.9 trillion in assets. The fund runs a portfolio of 124 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