DE

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:
Top Holdings: DFUV(19.54%)DFUS(19.20%)DFAT(12.04%)DFAS(11.72%)DFIV(9.96%)
Summary Stock Picks Current Portfolio
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
-0.38%
+0.03%
11,119.2
 
DFUS 		Dimensional U.S. Equity Market ETF
456,371
27,601.3
-2.52%
19.200
-0.49%
0.210
+3.72%
+1.62%
14,702.0
 
DFAT 		Dimensional U.S. Targeted Value ETF
336,131
17,307.4
+1.05%
12.040
+0.13%
0.170
-0.02%
-5.86%
10,300.6
 
DFAS 		Dimensional U.S. Small Cap ETF
282,096
16,855.2
+0.64%
11.720
+0.07%
0.180
+1.21%
-4.68%
9,866.0
 
DFIV 		Dimensional International Value ETF
363,934
14,324.4
+0.96%
9.960
+0.09%
0.150
+10.23%
+20.24%
11,707.0
 
MO 		Altria Group Inc
38,995
2,340.5
-9.18%
1.630
-0.13%
0.000
+7.24%
+15.47%
99,904.8
Tobacco Products
VZ 		Verizon Communications Inc
48,585
2,203.8
-1.20%
1.530
-0.02%
0.000
+2.48%
+11.81%
182,310.9
Telecommunication Services
AB 		AllianceBernstein Holding LP
53,803
2,061.2
-2.32%
1.430
-0.03%
0.050
+7.46%
+13.10%
4,425.8
Asset Management
CAG 		Conagra Brands Inc
72,740
1,940.0
+107.65%
1.350
+0.70%
0.020
-10.38%
-16.61%
10,740.7
Consumer Packaged Goods
TFC 		Truist Financial Corp
47,010
1,934.5
-3.31%
1.350
-0.05%
0.000
-8.51%
-6.66%
51,739.9
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 Co2025-03-31Reduce
-1.29%
●
129.7 ($146.92) 155.12
$146.81
-0.07%
Reduce -95.27%
765
-15,413
CCI 		Crown Castle Inc2025-03-31Reduce
-1.00%
●
84.33 ($93.37) 106.39
$100.23
7.35%
Reduce -98.55%
250
-16,940
IP 		International Paper Co2025-03-31Reduce
-0.88%
●
49.38 ($54.7) 60.09
$47.29
-13.55%
Reduce -83.15%
5,100
-25,160
OKE 		ONEOK Inc2025-03-31Reduce
-0.80%
●
89.57 ($99.27) 109.85
$80.52
-18.89%
Reduce -50.38%
12,015
-12,200
PM 		Philip Morris International Inc2025-03-31Reduce
-0.78%
●
117.15 ($141.65) 158.79
$180.66
27.54%
Reduce -97.55%
250
-9,960
F 		Ford Motor Co2025-03-31Add
+0.74%
●
9.12 ($9.77) 10.43
$10.24
4.81%
Add 122.19%
192,750
106,000
CAG 		Conagra Brands Inc2025-03-31Add
+0.70%
●
23.9 ($25.8) 27.67
$22.50
-12.79%
Add 107.65%
72,740
37,710
PLTR 		Palantir Technologies Inc2025-03-31New Buy
+0.54%
●
64.98 ($87.82) 124.62
$130.01
48.04%
New holding
9,260
9,260
DELL 		Dell Technologies Inc2025-03-31Sold Out
-0.52%
●
90.34 ($105.78) 124.66
$112.70
6.54%
Sold Out
0
-7,010
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Reduce
-0.49%
●
59.61 ($63.9) 66.74
$64.64
1.16%
Reduce -2.52%
456,371
-11,777

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

To

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

Top Ranked Articles

  • 1

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

Size field:

Disciplined Equity Management, Inc.'s Holdings Bubble Chart

Disciplined Equity Management, Inc. News

  • 1

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