Disciplined Equity Management, Inc.

Est. AUM

$199.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$39.2M	808704	19.69%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$37.1M	523787	18.66%	SOLE
3	DIMENSIONAL ETF TRUST	US TARGETED VLU	$25.9M	414170	13.00%	SOLE
4	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$24.9M	349566	12.49%	SOLE
5	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$21.1M	399817	10.60%	SOLE
6	DOW HLDGS INC	COM	$3.4M	82799	1.73%	SOLE
7	VERIZON COMMUNICATIONS INC	COM	$2.7M	53285	1.34%	SOLE
8	ALTRIA GROUP INC	COM	$2.5M	37545	1.25%	SOLE
9	PFIZER INC	COM	$2.4M	86630	1.22%	SOLE
10	ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$2.4M	62813	1.18%	SOLE
11	TRUIST FINL CORP	COM	$2.3M	50600	1.17%	SOLE
12	FORD MTR CO	COM	$2.2M	187940	1.09%	SOLE
13	PRUDENTIAL FINL INC	COM	$2.1M	21770	1.07%	SOLE
14	CONAGRA BRANDS INC	COM	$2.1M	132670	1.05%	SOLE
15	ONEOK INC NEW	COM	$1.6M	17815	0.81%	SOLE
16	KINDER MORGAN INC DEL	COM	$1.6M	47300	0.80%	SOLE
17	VIATRIS INC	COM	$1.5M	114250	0.78%	SOLE
18	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.5M	39340	0.77%	SOLE
19	AT&T INC	COM	$1.5M	51042	0.74%	SOLE
20	PALANTIR TECHNOLOGIES INC	CL A	$1.5M	9950	0.73%	SOLE
21	CATERPILLAR INC	COM	$1.5M	2049	0.73%	SOLE
22	US BANCORP	COM NEW	$1.4M	26450	0.69%	SOLE
23	NVIDIA CORPORATION	COM	$1.3M	7627	0.67%	SOLE
24	OMNICOM GROUP INC	COM	$1.3M	16688	0.63%	SOLE
25	KRAFT HEINZ CO	COM	$1.2M	54780	0.62%	SOLE
26	JPMORGAN CHASE & CO	COM	$1.2M	4153	0.61%	SOLE
27	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.2M	33950	0.61%	SOLE
28	ARISTA NETWORKS INC	COM SHS	$1.2M	9810	0.61%	SOLE
29	BEST BUY INC	COM	$1.2M	18733	0.60%	SOLE
30	CROWDSTRIKE HLDGS INC	CL A	$1.1M	2925	0.57%	SOLE
31	BOOKING HOLDINGS INC	COM	$1.0M	239	0.51%	SOLE
32	MASTERCARD INCORPORATED	CL A	$1.0M	2004	0.50%	SOLE
33	PROGRESSIVE CORP	COM	$961K	4850	0.48%	SOLE
34	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$721K	20280	0.36%	SOLE
35	CF INDUSTRIES HOLD	COM	$469K	3610	0.24%	SOLE
36	IRON MTN INC DEL	COM	$417K	4085	0.21%	SOLE
37	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$398K	10840	0.20%	SOLE
38	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$327K	9460	0.16%	SOLE
39	AMAZON COM INC	COM	$321K	1540	0.16%	SOLE
40	TEXAS INSTRS INC	COM	$283K	1460	0.14%	SOLE
41	LOWES COS INC	COM	$281K	1190	0.14%	SOLE
42	STRYKER CORPORATION	COM	$256K	780	0.13%	SOLE
43	STATE STR SPDR S&P 500 ETF T	TR UNIT	$248K	382	0.12%	SOLE
44	HP INC	COM	$224K	11660	0.11%	SOLE

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