§ 13F · FUND PROFILE
Disciplined Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $251M (13F)Positions · 129Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M 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 MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | 322K | $17M | 6.1% | +3% |
| 2 | DFLV | DIMENSIONAL ETF TRUST | 398K | $14M | 5.1% | +13% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 252K | $12M | 4.3% | +17% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 170K | $11M | 3.8% | +4% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 174K | $10M | 3.7% | +8% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 128K | $10M | 3.6% | +4% |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 292K | $10M | 3.6% | +4% |
| 8 | SJNK | SPDR SERIES TRUST | 354K | $9M | 3.2% | −1% |
| 9 | DFIS | DIMENSIONAL ETF TRUST | 262K | $9M | 3.2% | +6% |
| 10 | JBHT | HUNT J B TRANS SVCS INC | 37K | $8M | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DISCIPLINED SIGNAL
AC read
Disciplined Investments, LLC is a Other fund managing $251 million in assets. The fund runs a portfolio of 129 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