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 $309.6M across 144 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFIV ($18.5M, 5.96%), DFLV ($16.9M, 5.45%), DFSD ($13.9M, 4.49%), DFAT ($12.6M, 4.07%), DFAE ($12.1M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | $18.5M | 5.96% | 341,670 | Added |
| 2 | DFLV | DIMENSIONAL ETF TRUST | $16.9M | 5.45% | 426,625 | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $13.9M | 4.49% | 291,464 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $12.6M | 4.07% | 180,235 | Added |
| 5 | DFAE | DIMENSIONAL ETF TRUST | $12.1M | 3.89% | 299,702 | Added |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $11.3M | 3.66% | 194,611 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $10.5M | 3.40% | 133,040 | Added |
| 8 | SJNK | SPDR SERIES TRUST | $9.6M | 3.10% | 383,015 | Added |
| 9 | DFIS | DIMENSIONAL ETF TRUST | $9.6M | 3.10% | 274,142 | Added |
| 10 | DUHP | DIMENSIONAL ETF TRUST | $8.7M | 2.80% | 207,790 | Added |
| 11 | JBHT | HUNT J B TRANS SVCS INC | $8.1M | 2.62% | 27,980 | Trimmed |
| 12 | PSX | PHILLIPS 66 | $8.1M | 2.62% | 47,936 | Added |
| 13 | VUG | VANGUARD INDEX FDS | $8.0M | 2.57% | 92,456 | Added |
| 14 | IWD | ISHARES TR | $6.9M | 2.24% | 28,624 | Trimmed |
| 15 | IWF | ISHARES TR | $5.6M | 1.82% | 45,338 | Added |
| 16 | DIHP | DIMENSIONAL ETF TRUST | $5.4M | 1.75% | 159,064 | Added |
| 17 | EFV | ISHARES TR | $4.8M | 1.54% | 62,393 | Trimmed |
| 18 | DFAR | DIMENSIONAL ETF TRUST | $4.7M | 1.51% | 178,662 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $4.5M | 1.46% | 20,804 | Added |
| 20 | VNQ | VANGUARD INDEX FDS | $4.3M | 1.38% | 44,281 | Trimmed |
| 21 | COP | CONOCOPHILLIPS | $4.1M | 1.32% | 39,221 | Added |
| 22 | TFLO | ISHARES TR | $4.1M | 1.31% | 80,405 | Trimmed |
| 23 | IEMG | ISHARES INC | $4.0M | 1.30% | 48,447 | Trimmed |
| 24 | EFG | ISHARES TR | $3.6M | 1.15% | 28,603 | Added |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $3.5M | 1.13% | 58,442 | Added |
Source: SEC Form 13F filings · as of 2026-06-30