Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Disciplined Equity Management, Inc. (CIK 1909380) reported $199.0M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUV ($39.2M, 19.69%), DFUS ($37.1M, 18.66%), DFAT ($25.9M, 13.00%), DFAS ($24.9M, 12.49%), DFIV ($21.1M, 10.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $39.2M | 19.69% | 808,704 | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $37.1M | 18.66% | 523,787 | Trimmed |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $25.9M | 13.00% | 414,170 | Trimmed |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $24.9M | 12.49% | 349,566 | Trimmed |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $21.1M | 10.60% | 399,817 | Trimmed |
| 6 | DOW | DOW HLDGS INC | $3.4M | 1.73% | 82,799 | Added |
| 7 | VZ | VERIZON COMMUNICATIONS INC | $2.7M | 1.34% | 53,285 | Added |
| 8 | MO | ALTRIA GROUP INC | $2.5M | 1.24% | 37,545 | Trimmed |
| 9 | PFE | PFIZER INC | $2.4M | 1.22% | 86,630 | Added |
| 10 | AB | ALLIANCEBERNSTEIN HLDG L P | $2.4M | 1.18% | 62,813 | Added |
| 11 | TFC | TRUIST FINL CORP | $2.3M | 1.17% | 50,600 | Trimmed |
| 12 | F | FORD MTR CO | $2.2M | 1.09% | 187,940 | Trimmed |
| 13 | PRU | PRUDENTIAL FINL INC | $2.1M | 1.07% | 21,770 | Added |
| 14 | CAG | CONAGRA BRANDS INC | $2.1M | 1.05% | 132,670 | Added |
| 15 | OKE | ONEOK INC NEW | $1.6M | 0.81% | 17,815 | Added |
| 16 | KMI | KINDER MORGAN INC DEL | $1.6M | 0.80% | 47,300 | Added |
| 17 | VTRS | VIATRIS INC | $1.5M | 0.78% | 114,250 | Trimmed |
| 18 | DFAC | DIMENSIONAL ETF TRUST | $1.5M | 0.77% | 39,340 | Added |
| 19 | T | AT&T INC | $1.5M | 0.74% | 51,042 | Added |
| 20 | CAT | CATERPILLAR INC | $1.5M | 0.73% | 2,049 | Trimmed |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $1.5M | 0.73% | 9,950 | Added |
| 22 | USB | US BANCORP | $1.4M | 0.69% | 26,450 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $1.3M | 0.67% | 7,627 | Trimmed |
| 24 | OMC | OMNICOM GROUP INC | $1.3M | 0.63% | 16,688 | Added |
| 25 | KHC | KRAFT HEINZ CO | $1.2M | 0.62% | 54,780 | Added |
Source: SEC Form 13F filings · as of 2026-03-31