account_balance
Investment manager · 13F filer · SEC CIK 1812492
Disciplined Investments, LLC
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Reported value$313Mas of Sep 30, 2026
Positions141 7 new, 10 sold out
Top 10 weight41.6%DFIV alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFIVDimensional ETF Trust
6.2%
DFSDDimensional ETF Trust
6.0%Added +39%
DFLVDimensional ETF Trust
5.7%Added +5%
DFAEDimensional ETF Trust
3.9%Added +4%
DFATDimensional ETF Trust
3.9%
PSXPhillips 66
3.4%Trimmed −13%
DFISDimensional ETF Trust
3.3%Added +4%
SJNKSPDR Series Trust
3.1%Added +6%
VGSHVanguard Scottsdale FDS
3.0%Trimmed −15%
DUHPDfa Invt Dimensions Group In
3.0%Added +8%
VCSHVanguard Scottsdale FDS
2.9%Trimmed −12%
VUGVanguard Index FDS
2.5%−7%
DFIVDimensional ETF Trust
6.2%
DFSDDimensional ETF Trust
6.0%Added +39%
DFLVDimensional ETF Trust
5.7%+5%
DFAEDimensional ETF Trust
3.9%+4%
DFATDimensional ETF Trust
3.9%
PSXPhillips 66
3.4%
DFISDimensional ETF Trust
3.3%
SJNKSPDR Series Trust
3.1%
VGSHVanguard Scottsdale FDS
3.0%
DUHP3.0%
VCSH2.9%
VUG2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFIV Dimensional ETF Trust 6.2% Held
DFSD Dimensional ETF Trust 6.0% Added +39%
DFLV Dimensional ETF Trust 5.7% Added +5%
DFAE Dimensional ETF Trust 3.9% Added +4%
DFAT Dimensional ETF Trust 3.9% Held
PSX Phillips 66 3.4% Trimmed −13%DFIS Dimensional ETF Trust 3.3% Added +4%
SJNK SPDR Series Trust 3.1% Added +6%
VGSH Vanguard Scottsdale FDS 3.0% Trimmed −15%
DUHP Dfa Invt Dimensions Group In 3.0% Added +8%
VCSH Vanguard Scottsdale FDS 2.9% Trimmed −12%
VUG Vanguard Index FDS 2.5% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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