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Disciplined Equity Management, Inc.

13F
Disciplined Equity Management, Inc.
Last update 2025-04-14 59 Stocks (3 new)
Value $144.00 Mil Turnover 4 %
Countries:
Disciplined Equity Management,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUV
Dimensional US Marketwide Value ETF
681,866
28,099.7
+1.12%
19.540
+0.22%
0.250
+14.14%
+4.77%
11,627.1
 
DFUS
Dimensional U.S. Equity Market ETF
456,371
27,601.3
-2.52%
19.200
-0.49%
0.210
+23.18%
+7.51%
15,798.2
 
DFAT
Dimensional U.S. Targeted Value ETF
336,131
17,307.4
+1.05%
12.040
+0.13%
0.170
+19.38%
+0.06%
10,945.1
 
DFAS
Dimensional U.S. Small Cap ETF
282,096
16,855.2
+0.64%
11.720
+0.07%
0.180
+19.54%
+0.30%
10,484.3
 
DFIV
Dimensional International Value ETF
363,934
14,324.4
+0.96%
9.960
+0.09%
0.150
+13.83%
+23.93%
12,273.4
 
MO
Altria Group Inc
38,995
2,340.5
-9.18%
1.630
-0.13%
0.000
+4.01%
+16.70%
99,247.9
Tobacco Products
VZ
Verizon Communications Inc
48,585
2,203.8
-1.20%
1.530
-0.02%
0.000
+0.57%
+11.64%
179,148.7
Telecommunication Services
AB
AllianceBernstein Holding LP
53,803
2,061.2
-2.32%
1.430
-0.03%
0.050
+17.17%
+17.37%
4,592.9
Asset Management
CAG
Conagra Brands Inc
72,740
1,940.0
+107.65%
1.350
+0.70%
0.020
-25.08%
-30.51%
8,952.1
Consumer Packaged Goods
TFC
Truist Financial Corp
47,010
1,934.5
-3.31%
1.350
-0.05%
0.000
+28.37%
+5.67%
57,676.4
Banks

Disciplined Equity Management, Inc.'s Historical Top Holdings Breakdowns

Disciplined Equity Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MMM
3M Co
2025-03-31
Reduce
Reduce
-1.29%
129.7 ($146.92) 155.12
$152.82
4.02%
Reduce -95.27%
765
-15,413
CCI
Crown Castle Inc
2025-03-31
Reduce
Reduce
-1.00%
84.33 ($93.37) 106.39
$106.40
13.96%
Reduce -98.55%
250
-16,940
IP
International Paper Co
2025-03-31
Reduce
Reduce
-0.88%
49.38 ($54.7) 60.09
$51.36
-6.11%
Reduce -83.15%
5,100
-25,160
OKE
ONEOK Inc
2025-03-31
Reduce
Reduce
-0.80%
89.57 ($99.27) 109.85
$80.38
-19.03%
Reduce -50.38%
12,015
-12,200
PM
Philip Morris International Inc
2025-03-31
Reduce
Reduce
-0.78%
117.15 ($141.65) 158.79
$180.48
27.41%
Reduce -97.55%
250
-9,960
F
Ford Motor Co
2025-03-31
Add
Add
+0.74%
9.12 ($9.77) 10.43
$11.31
15.76%
Add 122.19%
192,750
106,000
CAG
Conagra Brands Inc
2025-03-31
Add
Add
+0.70%
23.9 ($25.8) 27.67
$18.75
-27.33%
Add 107.65%
72,740
37,710
PLTR
Palantir Technologies Inc
2025-03-31
New Buy
New Buy
+0.54%
64.98 ($87.82) 124.62
$151.79
72.84%
New holding
9,260
9,260
DELL
Dell Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.52%
90.34 ($105.78) 124.66
$128.96
21.91%
Sold Out
0
-7,010
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Reduce
Reduce
-0.49%
59.61 ($63.9) 66.74
$68.20
6.73%
Reduce -2.52%
456,371
-11,777

Disciplined Equity Management, Inc. Total Holding History ($B)

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Disciplined Equity Management, Inc.'s Asset Allocation

To

Disciplined Equity Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Disciplined Equity Management, Inc.'s Hypothetical Growth since 2025-03-31

Disciplined Equity Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Disciplined Equity Management, Inc.'s Holdings Heat Map

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Disciplined Equity Management, Inc.'s Holdings Bubble Chart

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