Disciplined Investments, LLC

Est. AUM

$278.3M

13F long equity, this entity only

Positions

140

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$17.0M	322412	6.11%	SOLE
2	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$14.2M	397623	5.10%	SOLE
3	DIMENSIONAL ETF TRUST	SHORT DURATION F	$12.1M	252013	4.33%	SOLE
4	DIMENSIONAL ETF TRUST	US TARGETED VLU	$10.6M	170123	3.82%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$10.2M	173730	3.65%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$10.1M	127680	3.64%	SOLE
7	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$9.9M	292372	3.56%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$8.8M	353834	3.18%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$8.8M	262018	3.17%	SOLE
10	HUNT J B TRANS SVCS INC	COM	$7.9M	37370	2.85%	DFND
11	PHILLIPS 66	COM	$7.8M	42781	2.80%	DFND
12	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$7.0M	191629	2.53%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$6.9M	15715	2.47%	SOLE
14	ISHARES TR	RUS 1000 VAL ETF	$6.3M	29637	2.27%	SOLE
15	ISHARES TR	RUS 1000 GRW ETF	$4.8M	11319	1.73%	SOLE
16	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$4.7M	144509	1.67%	SOLE
17	ISHARES TR	EAFE VALUE ETF	$4.6M	62462	1.67%	SOLE
18	ISHARES TR	TRS FLT RT BD	$4.3M	84682	1.54%	SOLE
19	CONOCOPHILLIPS	COM	$4.2M	31686	1.50%	DFND
20	VANGUARD INDEX FDS	VALUE ETF	$4.1M	20730	1.46%	SOLE
21	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$4.0M	167639	1.42%	SOLE
22	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.9M	44391	1.41%	SOLE
23	WALMART INC	COM	$3.9M	31614	1.41%	DFND
24	ISHARES INC	CORE MSCI EMKT	$3.4M	49048	1.23%	SOLE
25	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$3.2M	65552	1.14%	SOLE
26	ISHARES TR	EAFE GRWTH ETF	$3.2M	28447	1.14%	SOLE
27	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.1M	57752	1.12%	SOLE
28	ISHARES TR	EAFE SML CP ETF	$3.0M	38493	1.08%	SOLE
29	VANGUARD INDEX FDS	SML CP GRW ETF	$2.8M	9316	1.01%	SOLE
30	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2.8M	62413	1.00%	SOLE
31	APPLE INC	COM	$2.5M	9988	0.91%	DFND
32	ONEOK INC NEW	COM	$2.5M	27928	0.91%	DFND
33	NVIDIA CORPORATION	COM	$2.5M	14084	0.88%	DFND
34	ISHARES TR	CORE S&P500 ETF	$2.3M	3491	0.82%	SOLE
35	ISHARES TR	PFD AND INCM SEC	$2.2M	72892	0.79%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	23991	0.79%	SOLE
37	EXXON MOBIL CORP	COM	$2.1M	12547	0.76%	DFND
38	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	3233	0.76%	SOLE
39	ISHARES TR	CORE MSCI EAFE	$2.1M	22867	0.74%	SOLE
40	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.0M	23981	0.71%	SOLE
41	ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$1.9M	67716	0.67%	SOLE
42	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.8M	27266	0.64%	SOLE
43	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.8M	35793	0.64%	SOLE
44	ISHARES TR	RUSSELL 2000 ETF	$1.7M	6665	0.59%	SOLE
45	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.6M	32023	0.57%	SOLE
46	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.6M	19281	0.57%	SOLE
47	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.5M	2464	0.55%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$1.5M	2616	0.54%	SOLE
49	ISHARES TR	IBOXX INV CP ETF	$1.4M	12565	0.49%	SOLE
50	ISHARES TR	CORE S&P MCP ETF	$1.4M	20020	0.49%	SOLE

1–50 of 140

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.