Institutional Fund
Disciplined Investments, LLC
Tulsa, OKCIK 18124925 filings on record
Portfolio Value
$278.54M
Q1 2026
Holdings
141
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+7.1%
from $260.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust6.1%
- Dimensional ETF Trust5.1%
- Dimensional ETF Trust4.3%
- Dimensional ETF Trust3.8%
- Vanguard Scottsdale Fds3.7%
- Vanguard Scottsdale Fds3.6%
- Other73.4%
Portfolio Holdings
141 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 322.4K | $17.02M | 6.1% | +8.1K | Added |
| 2 | Dimensional ETF Trust | 397.6K | $14.20M | 5.1% | +46.8K | Added |
| 3 | Dimensional ETF Trust | 252.0K | $12.07M | 4.3% | +37.1K | Added |
| 4 | Dimensional ETF Trust | 170.1K | $10.62M | 3.8% | +6.0K | Added |
| 5 | Vanguard Scottsdale Fds | 173.7K | $10.17M | 3.7% | +13.6K | Added |
| 6 | Vanguard Scottsdale Fds | 127.7K | $10.12M | 3.6% | +4.6K | Added |
| 7 | Dimensional ETF Trust | 292.4K | $9.90M | 3.6% | +11.3K | Added |
| 8 | Spdr Series Trust | 353.8K | $8.84M | 3.2% | −2.1K | Reduced |
| 9 | Dimensional ETF Trust | 262.0K | $8.82M | 3.2% | +14.3K | Added |
| 10 | Hunt J B Trans Svcs Inc | 37.4K | $7.92M | 2.8% | +469 | Added |
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