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Home > Institutional Investor > Disciplined Equity Management, Inc. > 13F Holdings

Instuitional Investor - Disciplined Equity Management, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 468,148 $29,844,435 19.33%
2.
Dimensional Etf Trust
 674,328 $27,593,502 17.88%
3.
Dimensional Etf Trust
 332,628 $18,514,075 11.99%
4.
Dimensional Etf Trust
 280,296 $18,241,664 11.82%
5.
Dimensional Etf Trust
 360,474 $12,789,618 8.28%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)