Disciplined Equity Management, Inc.
CIK 0001909380 · NEPTUNE BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$225.8M
2026 Q2
Positions
45
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFUV
DIMENSIONAL ETF TRUST
20.4%
DFUS
DIMENSIONAL ETF TRUST
20.2%
DFAS
DIMENSIONAL ETF TRUST
13.3%
DFAT
DIMENSIONAL ETF TRUST
13.3%
DFIV
DIMENSIONAL ETF TRUST
9.9%
MO
ALTRIA GROUP INC
1.2%
F
FORD MTR CO
1.2%
PRU
PRUDENTIAL FINL INC
1.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.