13F Insight
DOSSIER · 13F-HR · Q1 2026

Disciplined Investments, LLC

$279M in tracked AUM across 141 positions as of Q1 2026.

DI
CIK 0001812492 · last filed Mar 31, 2026
Total AUM
$279M
as of Q1 2026
Holdings
141
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Disciplined Investments, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFIV
DIMENSIONAL ETF TRUST
$17M322K6.1%02
DFLV
DIMENSIONAL ETF TRUST
$14M398K5.1%03
DFSD
DIMENSIONAL ETF TRUST
$12M252K4.3%04
DFAT
DIMENSIONAL ETF TRUST
$11M170K3.8%05
VGSH
VANGUARD SCOTTSDALE FDS
$10M174K3.7%06
VCSH
VANGUARD SCOTTSDALE FDS
$10M128K3.6%07
DFAE
DIMENSIONAL ETF TRUST
$10M292K3.6%08
SJNK
SPDR SERIES TRUST
$9M354K3.2%09
DFIS
DIMENSIONAL ETF TRUST
$9M262K3.2%10
JBHT
HUNT J B TRANS SVCS INC
$8M37K2.8%

Filing history

2026Q1Mar 31
$279M▲ 7.1%
141 positionsView →2025Q4Dec 31
$260M▲ 3.5%
130 positionsView →2025Q3Sep 30
$251M▲ 6.4%
129 positionsView →2025Q2Jun 30
$236M▲ 8.5%
124 positionsLocked2025Q1Mar 31
$218M▲ 7.4%
126 positionsLocked2024Q4Dec 31
$203M▲ 0.1%
124 positionsLocked2024Q3Sep 30
$203M▲ 7.8%
117 positionsLocked2024Q2Jun 30
$188M▲ 2.5%
122 positionsLocked2024Q1Mar 31
$183M▲ 7.4%
117 positionsLocked2023Q4Dec 31
$171M▲ 3.8%
108 positionsLocked2023Q3Sep 30
$164M▼ 12.1%
106 positionsLocked2023Q2Jun 30
$187M▼ 21.2%
1,695 positionsLocked
Showing 12 of 26