§ 13F · FUND PROFILE
Disciplined Investments, LLC.
AUM · $619M (13F)Positions · 288Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | 342K | $18M | 3.0% | — |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 342K | $18M | 3.0% | +112% |
| 3 | DFLV | DIMENSIONAL ETF TRUST | 427K | $17M | 2.7% | +115% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 427K | $17M | 2.7% | — |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 291K | $14M | 2.2% | — |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 291K | $14M | 2.2% | +131% |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 180K | $13M | 2.0% | +112% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 180K | $13M | 2.0% | — |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 300K | $12M | 1.9% | — |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 300K | $12M | 1.9% | +105% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DISCIPLINED SIGNAL
AC read
Disciplined Investments, LLC is a Other fund managing $619 million in assets. The fund runs a broad portfolio of 288 positions.
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