Disciplined Investments, LLC - Portfolio overview

Disciplined Investments, LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Industrials.

Largest reported holdings by portfolio allocation

1. DFIV - DIMENSIONAL ETF TRUST, 6.07%
2. DFLV - DIMENSIONAL ETF TRUST, 5.07%
3. DFSD - DIMENSIONAL ETF TRUST, 4.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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