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CIK: 0001909380
Total reported value
$225.8M
$225.8M
56 檔
60.9%
As reported in its official Q3 2025 Form 13F filing, Disciplined Equity Management, Inc.'s tracked investment portfolio stood at $225.8M with 56 total positions.
In Q3 2025, Disciplined Equity Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 20.21% | +1.53% | +2.60% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 18.79% | +0.75% | +3.47% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 12.88% | +0.28% | +1.10% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 12.75% | +0.85% | +1.41% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 10.22% | -0.71% | +0.85% | |
| 6 | MO | Altria Group Inc | Stock-Consumer Staples | 1.48% | -0.06% | -2.62% | |
| 7 | F | Ford Motor Co | Stock-Consumer Disc | 1.36% | +0.09% | -2.36% | |
| 8 | TFC | Truist Financial CORP | Stock-Financials | 1.34% | -0.06% | -2.08% | |
| 9 | AB | Alliancebernstein Holding LP | Stock-Other | 1.22% | -0.18% | -2.47% | |
| 10 | PFE | Pfizer Inc | Stock-Healthcare | 1.19% | -0.30% | -1.26% | |
| 11 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.16% | -0.34% | -8.82% | |
| 12 | PRU | Prudential Financial Inc | Stock-Financials | 1.10% | +0.05% | -1.01% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | — | — | |
| 14 | ANET | Arista Networks Inc | Stock-Tech | 0.82% | +0.11% | -7.73% | |
| 15 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.82% | -0.11% | +0.86% | |
| 16 | DOW | Dow Inc | Stock-Materials | 0.82% | -0.86% | -2.90% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | -0.22% | -10.50% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | — | +0.17% | |
| 19 | VTRS | Viatris Inc | Stock-Healthcare | 0.75% | -0.60% | -3.90% | |
| 20 | USB | US Bancorp | Stock-Financials | 0.74% | +0.01% | -4.13% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.22% | — | |
| 22 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.72% | -0.14% | -5.11% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.71% | -0.27% | -5.54% | |
| 24 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.66% | +0.06% | -15.16% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.01% | — | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.64% | +0.42% | +0.84% | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.61% | -0.02% | — | |
| 28 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.58% | -0.01% | -4.11% | |
| 29 | OKE | Oneok Inc | Stock-Energy | 0.54% | -0.14% | -5.25% | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.53% | -0.03% | +3.45% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.03% | +0.60% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.47% | -0.48% | EXIT | |
| 33 | DFIC | Dimensional International Co | ETF-Other | 0.33% | -0.02% | +0.32% | |
| 34 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.23% | +0.02% | — | |
| 35 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.22% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | -20.62% | |
| 38 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.18% | -0.07% | — | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.16% | -0.02% | — | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.16% | -0.02% | — | |
| 41 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.15% | +0.01% | +0.35% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.15% | +0.05% | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | +0.12% | NEW | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | — | +1.63% | |
| 45 | IP | International Paper Co | Stock-Consumer Disc | 0.11% | +0.18% | NEW | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.09% | — | -4.07% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.07% | — | — | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.05% | — | -30.07% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.03% | — | — | |
| 50 | FTDS | First Trust Dividend Strengt | ETF-Other | 0.01% | — | -26.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | +1% | +1.41% | Add |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +1% | +2.60% | Add |
| 3 | DFAT | Dimensional US Target Value | +0.8% | +1.10% | Add |
| 4 | ANET | Arista Networks Inc | +0.3% | -7.73% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.3% | -10.50% | Trim |
| 6 | DFIV | Dimensional International Va | +0.3% | +0.85% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | — | Trim |
| 8 | CAT | Caterpillar Inc | +0.2% | — | Add |
| 9 | VTRS | Viatris Inc | 0% | -3.90% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | 0% | +0.84% | Trim |
| 11 | USB | US Bancorp | 0% | -4.13% | Add |
| 12 | F | Ford Motor Co | 0% | -2.36% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 14 | MSFT | Microsoft CORP | 0% | +1.63% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 16 | DFEM | Dimensional Emrg Mrkt Core | — | +0.35% | Add |
| 17 | SCHD | Schwab US Dvd Equity ETF | — | — | Unchanged |
| 18 | SOLV | Solventum CORP | — | -40.00% | Trim |
| 19 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 20 | TFC | Truist Financial CORP | 0% | -2.08% | Add |
| 21 | IRM | Iron Mountain Inc | 0% | — | Unchanged |
| 22 | AAPL | Apple Inc | 0% | -4.07% | Unchanged |
| 23 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 24 | FTDS | First Trust Dividend Strengt | 0% | -26.12% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 26 | CF | Cf Industries Holdings Inc | 0% | — | Unchanged |
| 27 | BKNG | Booking Holdings Inc | 0% | +3.45% | Add |
| 28 | DFIC | Dimensional International Co | 0% | +0.32% | Add |
| 29 | MMM | 3m Co | 0% | -30.07% | Trim |
| 30 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 31 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 32 | SYK | Stryker CORP | 0% | — | Unchanged |
| 33 | DFAC | Dimensional US Core Equity 2 | -0.1% | +0.17% | Add |
| 34 | IP | International Paper Co | -0.1% | -11.37% | Trim |
| 35 | AMZN | Amazon.com Inc | -0.1% | -20.62% | Trim |
| 36 | PFE | Pfizer Inc | -0.1% | -1.26% | Add |
| 37 | T | At&t Inc | -0.1% | -5.54% | Add |
| 38 | KMI | Kinder Morgan, Inc. | -0.1% | -5.11% | Add |
| 39 | MA | Mastercard Inc - A | -0.1% | +0.60% | Add |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 41 | MO | Altria Group Inc | -0.2% | -2.62% | Add |
| 42 | BBY | Best Buy Co Inc | -0.2% | -15.16% | Add |
| 43 | KHC | Kraft Heinz Co/the | -0.2% | -4.11% | Add |
| 44 | PRU | Prudential Financial Inc | -0.2% | -1.01% | Add |
| 45 | PGR | Progressive CORP | -0.2% | +3.23% | Add |
| 46 | AB | Alliancebernstein Holding LP | -0.2% | -2.47% | Add |
| 47 | OKE | Oneok Inc | -0.3% | -5.25% | Add |
| 48 | VZ | Verizon Communications Inc | -0.4% | -8.82% | Trim |
| 49 | DOW | Dow Inc | -0.5% | -2.90% | Add |
| 50 | CAG | Conagra Brands Inc | -0.5% | +0.86% | Add |
According to official SEC Form 13F filings, Disciplined Equity Management, Inc. reported a total U.S. public equity portfolio value of $225.8M across 56 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFUV, DFAT) accounted for 60.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFLV
市值: $1.1M
Top Position Liquidated / Trimmed
XOM
前期市值: $160.2K
During Q3 2025, Disciplined Equity Management, Inc.'s top holdings by market value included DFUS (20.2%)、DFUV (18.8%)、DFAT (12.9%). The largest single position, DFUS, represented 20.2% of total portfolio value.
In Q3 2025, Disciplined Equity Management, Inc. made 51 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 9 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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