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 Investments, LLC (CIK 1812492) reported $278.5M across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIV ($17.0M, 6.11%), DFLV ($14.2M, 5.10%), DFSD ($12.1M, 4.33%), DFAT ($10.6M, 3.81%), VGSH ($10.2M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | $17.0M | 6.11% | 322,412 | Added |
| 2 | DFLV | DIMENSIONAL ETF TRUST | $14.2M | 5.10% | 397,623 | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $12.1M | 4.33% | 252,013 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $10.6M | 3.81% | 170,123 | Added |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $10.2M | 3.65% | 173,730 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $10.1M | 3.63% | 127,680 | Added |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $9.9M | 3.55% | 292,372 | Added |
| 8 | SJNK | SPDR SERIES TRUST | $8.8M | 3.17% | 353,834 | Trimmed |
| 9 | DFIS | DIMENSIONAL ETF TRUST | $8.8M | 3.17% | 262,018 | Added |
| 10 | JBHT | HUNT J B TRANS SVCS INC | $7.9M | 2.84% | 37,370 | Added |
| 11 | PSX | PHILLIPS 66 | $7.8M | 2.80% | 42,781 | Trimmed |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $7.0M | 2.53% | 191,629 | Added |
| 13 | VUG | VANGUARD INDEX FDS | $6.9M | 2.46% | 15,715 | Trimmed |
| 14 | IWD | ISHARES TR | $6.3M | 2.27% | 29,637 | Added |
| 15 | IWF | ISHARES TR | $4.8M | 1.73% | 11,319 | Trimmed |
| 16 | DIHP | DIMENSIONAL ETF TRUST | $4.7M | 1.67% | 144,509 | Added |
| 17 | EFV | ISHARES TR | $4.6M | 1.67% | 62,462 | Hold |
| 18 | TFLO | ISHARES TR | $4.3M | 1.54% | 84,682 | Trimmed |
| 19 | COP | CONOCOPHILLIPS | $4.2M | 1.50% | 31,686 | Trimmed |
| 20 | VTV | VANGUARD INDEX FDS | $4.1M | 1.46% | 20,730 | Trimmed |
| 21 | DFAR | DIMENSIONAL ETF TRUST | $4.0M | 1.42% | 167,639 | Added |
| 22 | WMT | WALMART INC | $3.9M | 1.41% | 31,614 | Added |
| 23 | VNQ | VANGUARD INDEX FDS | $3.9M | 1.41% | 44,391 | Added |
| 24 | IEMG | ISHARES INC | $3.4M | 1.23% | 49,048 | Added |
| 25 | DFUV | DIMENSIONAL ETF TRUST | $3.2M | 1.14% | 65,552 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31