13F Insight
DOSSIER · 13F-HR · Q2 2026

Disciplined Investments, LLC

$310M in tracked AUM across 144 positions as of Q2 2026.

DI
CIK 0001812492 · last filed Jun 30, 2026
Total AUM
$310M
as of Q2 2026
Holdings
144
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Disciplined Investments, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFIV
DIMENSIONAL ETF TRUST
$18M342K6.0%02
DFLV
DIMENSIONAL ETF TRUST
$17M427K5.4%03
DFSD
DIMENSIONAL ETF TRUST
$14M291K4.5%04
DFAT
DIMENSIONAL ETF TRUST
$13M180K4.1%05
DFAE
DIMENSIONAL ETF TRUST
$12M300K3.9%06
VGSH
VANGUARD SCOTTSDALE FDS
$11M195K3.7%07
VCSH
VANGUARD SCOTTSDALE FDS
$11M133K3.4%08
DFIS
DIMENSIONAL ETF TRUST
$10M274K3.1%09
SJNK
SPDR SERIES TRUST
$10M383K3.1%10
DUHP
DIMENSIONAL ETF TRUST
$9M208K2.8%

Filing history

2026Q2Jun 30
$310M▲ 11.2%
144 positionsView →2026Q1Mar 31
$279M▲ 7.1%
141 positionsView →2025Q4Dec 31
$260M▲ 3.5%
130 positionsView →2025Q3Sep 30
$251M▲ 6.4%
129 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 27