Data as of Q4 2025 (Dec 31, 2025)

Disciplined Equity Management, Inc.

•CIK: 1909380•Filing: Q4 2025

**Disciplined Equity Management, Inc.** manages $193M across a concentrated portfolio of 64 positions. The fund exhibits significant conviction in specific names, with top holdings including DFUS at $39.1M and DFUV at $37.4M. Further notable allocations include DFAT ($24.9M) and DFAS ($24.4M), suggesting a focused, deep-value approach within its equity mandates. This structure indicates a high-conviction strategy targeting established market leaders.

Total AUM
$193.0M
QoQ Performance
+5.0%
Positions
55
Top 10 Concentration
82.2%
Latest Filing
Q4 2025

Top Holdings Allocation

DFUS
DFUV
DFAT
DFAS
DFIV
DFUS20.2%
DFUV19.4%
DFAT12.9%
DFAS12.6%
DFIV10.8%
F1.4%
TFC1.4%
MO1.2%

📈 Biggest Buys

DFUV
DIMENSIONAL ETF TRUST
+3.8%
19.4% of portfolio
OMC
OMNICOM GROUP INC
NEW
0.7% of portfolio
DFUS
DIMENSIONAL ETF TRUST
+2.7%
20.2% of portfolio
DFAT
DIMENSIONAL ETF TRUST
+2.8%
12.9% of portfolio
DFAS
DIMENSIONAL ETF TRUST
+2.3%
12.6% of portfolio

📉 Biggest Sells

CAG
CONAGRA BRANDS INC
-34.0%
0.5% of portfolio
DOW
DOW INC
-27.0%
0.6% of portfolio
PLTR
PALANTIR TECHNOLOGIES INC
-2.7%
0.7% of portfolio
ANET
ARISTA NETWORKS INC
-2.7%
0.7% of portfolio
CAT
CATERPILLAR INC
-1.8%
0.8% of portfolio

Sector Breakdown

Other90.1%
Financial3.2%
Consumer Staples1.7%
Healthcare1.2%
Technology1.1%
Industrial0.9%
Consumer0.8%
Communication0.6%

Changes from Q3 2025

NEW8 new positions
↑10 increased
↓19 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFUS20.2%
DIMENSIONAL ETF TRUST
$39.1M
DFUV19.4%
DIMENSIONAL ETF TRUST
$37.4M
DFAT12.9%
DIMENSIONAL ETF TRUST
$24.9M
DFAS12.6%
DIMENSIONAL ETF TRUST
$24.4M
DFIV10.8%
DIMENSIONAL ETF TRUST
$20.8M

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