Disciplined Equity Management, Inc.

Reported value$227Mas of Sep 30, 2026

Positions47 3 new, 1 sold out

Top 10 weight82.0%DFUS alone is 20%

FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DFUSDimensional ETF Trust

20.5%

DFUVDimensional ETF Trust

20.3%

DFATDimensional ETF Trust

12.6%

DFASDimensional ETF Trust

12.6%

DFIVDimensional ETF Trust

10.1%

CRWD1.4%PRU1.2%MO1.1%PFE1.1%VZ1.1%TFC1.0%F1.0%

DFUSDimensional ETF Trust

20.5%

DFUVDimensional ETF Trust

20.3%

DFATDimensional ETF Trust

12.6%

DFASDimensional ETF Trust

12.6%

DFIVDimensional ETF Trust

10.1%

PRUMO PFE

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

DFUS Dimensional ETF Trust 20.5% Held

DFUV Dimensional ETF Trust 20.3% Held

DFAT Dimensional ETF Trust 12.6% Held

DFAS Dimensional ETF Trust 12.6% Held

DFIV Dimensional ETF Trust 10.1% Held

CRWD CrowdStrike Holdings, Inc. 1.4% Held PRU Prudential Financial Inc 1.2% Held MO Altria Group, Inc. 1.1% Held PFE Pfizer Inc 1.1% Held VZ Verizon Communications Inc 1.1% Held TFC Truist Financial Corp 1.0% Held F Ford Motor Co 1.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 29, 2026 filing

add_circleNew

MSFT $224K
AAPL $220K
VOO $202K

arrow_upwardAdded

DOW +4%
T +4%

arrow_downwardTrimmed

USB −2%

remove_circleSold out

DUHP $452K

Disciplined Equity Management, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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