Disciplined Equity Management, Inc. Top Holdings and 13F Report (2025) About Disciplined Equity Management, Inc.Investment ActivityDisciplined Equity Management, Inc. has $170.34 million in total holdings as of June 30, 2025.Disciplined Equity Management, Inc. owns shares of 64 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.96% of the portfolio was purchased this quarter.About 0.13% of the portfolio was sold this quarter.This quarter, Disciplined Equity Management, Inc. has purchased 59 new stocks and bought additional shares in 26 stocks.Disciplined Equity Management, Inc. sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $33,488,286Dimensional US Marketwide Value ETF $31,577,495Dimensional U.S. Targeted Value ETF $21,701,903Dimensional U.S. Small Cap ETF $21,498,430Dimensional International Value ETF $17,295,611 Largest New Holdings this Quarter 718546104 - Phillips 66 $1,790 Holding478160104 - Johnson & Johnson $1,681 Holding742718109 - Procter & Gamble $956 Holding746823103 - PUTNAM MANAGED $838 Holding934423104 - Warner Bros. Discovery $425 Holding Largest Purchases this Quarter Dimensional U.S. Targeted Value ETF 66,054 shares (about $3.56M)Dimensional U.S. Small Cap ETF 55,346 shares (about $3.53M)Dimensional U.S. Equity ETF 43,305 shares (about $2.90M)Dimensional US Marketwide Value ETF 65,000 shares (about $2.75M)Dimensional International Value ETF 39,886 shares (about $1.71M) Largest Sales this Quarter NVIDIA 736 shares (about $116.28K)CrowdStrike 60 shares (about $30.56K)PALANTIR TECHNOLOGIES INC 120 shares (about $16.36K)First Trust Dividend Strength ETF 99 shares (about $5.17K)Progressive 10 shares (about $2.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDisciplined Equity Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$33,488,286$2,902,301 ▲9.5%499,67619.7%ETFDFUVDimensional US Marketwide Value ETF$31,577,495$2,748,200 ▲9.5%746,86618.5%ETFDFATDimensional U.S. Targeted Value ETF$21,701,903$3,564,274 ▲19.7%402,18512.7%ETFDFASDimensional U.S. Small Cap ETF$21,498,430$3,526,094 ▲19.6%337,44212.6%ETFDFIVDimensional International Value ETF$17,295,611$1,708,317 ▲11.0%403,82010.2%ETFMOAltria Group$2,485,619$199,342 ▲8.7%42,3951.5%Consumer StaplesABAllianceBernstein$2,461,764$264,987 ▲12.1%60,2931.4%FinanceTFCTruist Financial$2,372,189$351,228 ▲17.4%55,1801.4%FinanceFFord Motor$2,315,282$223,944 ▲10.7%213,3901.4%Auto/Tires/TrucksVZVerizon Communications$2,298,503$196,230 ▲9.3%53,1201.3%Computer and TechnologyPRUPrudential Financial$2,114,205$350,040 ▲19.8%19,6781.2%FinancePFEPfizer$2,110,092$346,390 ▲19.6%87,0501.2%MedicalDOWDOW$1,791,611$349,801 ▲24.3%67,6591.1%Basic MaterialsCAGConagra Brands$1,672,604$183,616 ▲12.3%81,7101.0%Consumer StaplesKMIKinder Morgan$1,444,716$213,150 ▲17.3%49,1400.8%EnergyTAT&T$1,411,838$215,111 ▲18.0%48,7850.8%Computer and TechnologyUSBU.S. Bancorp$1,335,780$247,518 ▲22.7%29,5200.8%FinanceNVDANVIDIA$1,302,470$116,281 ▼-8.2%8,2440.8%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$1,300,992$8,243 ▲0.6%36,3000.8%ETFVTRSViatris$1,287,171$234,413 ▲22.3%144,1400.8%MedicalBBYBest Buy$1,270,973$214,816 ▲20.3%18,9330.7%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,245,965$16,358 ▼-1.3%9,1400.7%CL ACRWDCrowdStrike$1,214,705$30,559 ▼-2.5%2,3850.7%Computer and TechnologyOKEONEOK$1,181,595$200,810 ▲20.5%14,4750.7%EnergyARISTA NETWORKS INC$1,150,988$101,287 ▲9.6%11,2500.7%COM SHSKHCKraft Heinz$1,099,158$185,388 ▲20.3%42,5700.6%Consumer StaplesJPMJPMorgan Chase & Co.$1,090,9320.0%3,7630.6%FinanceCATCaterpillar$1,079,224$108,699 ▲11.2%2,7800.6%IndustrialsBKNGBooking$1,007,3280.0%1740.6%Retail/WholesaleMAMastercard$932,8210.0%1,6600.5%Business ServicesPGRProgressive$909,993$2,669 ▼-0.3%3,4100.5%FinanceDFICDimensional International Core Equity 2 ETF$578,5850.0%18,6100.3%ETFAMZNAmazon.com$425,6170.0%1,9400.2%Retail/WholesaleIRMIron Mountain$418,9990.0%4,0850.2%Business ServicesCFCF Industries$332,1200.0%3,6100.2%Basic MaterialsSPYSPDR S&P 500 ETF Trust$328,6970.0%5320.2%FinanceSYKStryker$308,5920.0%7800.2%MedicalTXNTexas Instruments$303,1260.0%1,4600.2%Computer and TechnologyLOWLowe's Companies$264,0260.0%1,1900.2%Retail/WholesaleDFEMDimensional Emerging Markets Core Equity 2 ETF$254,061$19,886 ▲8.5%8,5600.1%ETFIPInternational Paper$238,8330.0%5,1000.1%Basic MaterialsMSFTMicrosoft$213,8870.0%4300.1%Computer and TechnologyUNHUnitedHealth Group$205,9010.0%6600.1%MedicalXOMExxon Mobil$145,2070.0%1,3470.1%EnergyAAPLApple$141,210$5,747 ▲4.2%6880.1%Computer and TechnologyTSLATesla$136,5940.0%4300.1%Auto/Tires/TrucksCVXChevron$128,8710.0%9000.1%EnergyMMM3M$116,4640.0%7650.1%Multi-Sector ConglomeratesLMTLockheed Martin$112,5440.0%2430.1%AerospaceVFCV.F.$61,6880.0%5,2500.0%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$47,0910.0%1,7770.0%ETFPMPhilip Morris International$43,2980.0%2500.0%Consumer StaplesFTDSFirst Trust Dividend Strength ETF$27,985$5,169 ▼-15.6%5360.0%ETFCCICrown Castle$26,7450.0%2500.0%FinanceMCDMcDonald's$14,9010.0%510.0%Retail/WholesaleGOOGLAlphabet$7,0500.0%400.0%Computer and TechnologySOLVENTUM CORP$2,6550.0%350.0%COM SHSPSXPhillips 66$1,790$1,790 ▲New Holding150.0%EnergyJNJJohnson & Johnson$1,681$1,681 ▲New Holding110.0%MedicalPGProcter & Gamble$956$956 ▲New Holding60.0%Consumer StaplesPMMPUTNAM MANAGED$838$838 ▲New Holding1400.0%FinanceWBDWarner Bros. Discovery$425$425 ▲New Holding370.0%Consumer DiscretionaryDWACDigital World Acquisition$55$55 ▲New Holding30.0%Business ServicesPTONPeloton Interactive$28$28 ▲New Holding40.0%Consumer DiscretionaryCORE SCIENTIFIC INC NEW$0$37,882 ▼-100.0%00.0%*W EXP 01/23/202CORE SCIENTIFIC INC NEW$0$19,183 ▼-100.0%00.0%*W EXP 01/23/202Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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