Disciplined Equity Management, Inc. Diversified Active

Location: Neptune Beach, FL

CIK: 0001909380 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 14, 2026

Total Value: $193M (100.0% shares, 0.0% debt)

Holdings (64)

DFUS DIMENSIONAL ETF TRUST 20.2%
Value $39.06M Shares 526,581 Est. Cost $53.24 Unrealized
DFUV DIMENSIONAL ETF TRUST 19.4%
Value $37.38M Shares 802,309 Est. Cost $34.36 Unrealized
DFAT DIMENSIONAL ETF TRUST 12.9%
Value $24.88M Shares 417,953 Est. Cost $49.19 Unrealized
DFAS DIMENSIONAL ETF TRUST 12.6%
Value $24.4M Shares 350,232 Est. Cost $60.31 Unrealized
DFIV DIMENSIONAL ETF TRUST 10.8%
Value $20.76M Shares 416,010 Est. Cost $33.90 Unrealized
F FORD MTR CO 1.4%
Value $2.706M Shares 206,260 Est. Cost $9.89 Unrealized +29.8%
TFC TRUIST FINL CORP 1.4%
Value $2.63M Shares 53,450 Est. Cost $34.07 Unrealized +34.5%
MO ALTRIA GROUP INC 1.2%
Value $2.357M Shares 40,875 Est. Cost $35.04 Unrealized +69.4%
AB ALLIANCEBERNSTEIN HLDG L P 1.2%
Value $2.238M Shares 58,163 Est. Cost $44.92 Unrealized
PRU PRUDENTIAL FINL INC 1.1%
Value $2.18M Shares 19,310 Est. Cost $91.77 Unrealized +16.1%
PFE PFIZER INC 1.1%
Value $2.121M Shares 85,170 Est. Cost $24.36 Unrealized +2.8%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value $1.954M Shares 47,965 Est. Cost $33.25 Unrealized +21.7%
VTRS VIATRIS INC 0.9%
Value $1.725M Shares 138,520 Est. Cost $10.28 Unrealized +4.2%
CAT CATERPILLAR INC 0.8%
Value $1.564M Shares 2,730 Est. Cost $240.69 Unrealized +130.8%
DFAC DIMENSIONAL ETF TRUST 0.8%
Value $1.551M Shares 39,180 Est. Cost $25.83 Unrealized
USB US BANCORP DEL 0.8%
Value $1.51M Shares 28,300 Est. Cost $39.12 Unrealized +24.6%
NVDA NVIDIA CORPORATION 0.8%
Value $1.51M Shares 8,094 Est. Cost $91.84 Unrealized +102.7%
PLTR PALANTIR TECHNOLOGIES INC 0.7%
Value $1.415M Shares 7,960 Est. Cost $87.82 Unrealized +106.1%
OMC OMNICOM GROUP INC 0.7%
Value $1.343M Shares 16,629 Est. Cost $75.76 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.7%
Value $1.323M Shares 10,100 Est. Cost $101.40 Unrealized +35.8%
KMI KINDER MORGAN INC DEL 0.7%
Value $1.282M Shares 46,630 Est. Cost $17.57 Unrealized +53.1%
JPM JPMORGAN CHASE & CO. 0.6%
Value $1.19M Shares 3,693 Est. Cost $139.19 Unrealized +122.4%
DFLV DIMENSIONAL ETF TRUST 0.6%
Value $1.161M Shares 33,950 Est. Cost $32.90 Unrealized
T AT&T INC 0.6%
Value $1.145M Shares 46,082 Est. Cost $16.62 Unrealized +52.1%
DOW DOW INC 0.6%
Value $1.121M Shares 47,929 Est. Cost $38.70 Unrealized -41.1%
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value $1.099M Shares 2,345 Est. Cost $308.00 Unrealized +65.3%
BBY BEST BUY INC 0.6%
Value $1.075M Shares 16,063 Est. Cost $63.96 Unrealized +18.0%
OKE ONEOK INC NEW 0.5%
Value $1.008M Shares 13,715 Est. Cost $59.56 Unrealized +18.3%
KHC KRAFT HEINZ CO 0.5%
Value $990K Shares 40,820 Est. Cost $31.04 Unrealized -20.7%
BKNG BOOKING HOLDINGS INC 0.5%
Value $943K Shares 176 Est. Cost $2499.80 Unrealized +105.5%
CAG CONAGRA BRANDS INC 0.5%
Value $941K Shares 54,390 Est. Cost $24.74 Unrealized -28.7%
MA MASTERCARD INCORPORATED 0.5%
Value $931K Shares 1,630 Est. Cost $337.02 Unrealized +65.9%
PGR PROGRESSIVE CORP 0.4%
Value $786K Shares 3,450 Est. Cost $193.92 Unrealized +9.5%
DFIC DIMENSIONAL ETF TRUST 0.4%
Value $699K Shares 20,280 Est. Cost $23.53 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.2%
Value $412K Shares 10,840 Est. Cost $37.77 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value $363K Shares 532 Est. Cost $475.05 Unrealized
AMZN AMAZON COM INC 0.2%
Value $355K Shares 1,540 Est. Cost $132.62 Unrealized +72.5%
IRM IRON MTN INC DEL 0.2%
Value $339K Shares 4,085 Est. Cost $40.12 Unrealized +131.3%
DFEM DIMENSIONAL ETF TRUST 0.2%
Value $313K Shares 9,460 Est. Cost $24.27 Unrealized
LOW LOWES COS INC 0.1%
Value $287K Shares 1,190 Est. Cost $219.81 Unrealized +9.1%
CF CF INDS HLDGS INC 0.1%
Value $279K Shares 3,610 Est. Cost $57.35 Unrealized +42.8%
SYK STRYKER CORPORATION 0.1%
Value $274K Shares 780 Est. Cost $256.18 Unrealized +41.9%
TXN TEXAS INSTRS INC 0.1%
Value $253K Shares 1,460 Est. Cost $170.14 Unrealized +0.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $218K Shares 660 Est. Cost $475.04 Unrealized -29.0%
MSFT MICROSOFT CORP 0.1%
Value $211K Shares 437 Est. Cost $303.49 Unrealized +64.9%
AAPL APPLE INC 0.1%
Value $179K Shares 660 Est. Cost $180.64 Unrealized +48.5%
IP INTERNATIONAL PAPER CO 0.1%
Value $178K Shares 4,520 Est. Cost $32.14 Unrealized +27.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value $118K Shares 243 Est. Cost $397.88 Unrealized +19.7%
MMM 3M CO 0.0%
Value $94,620 Shares 591 Est. Cost $106.84 Unrealized +52.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $48,744 Shares 1,777 Est. Cost $44.13 Unrealized
HD HOME DEPOT INC 0.0%
Value $34,410 Shares 100 Est. Cost $364.59 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value $15,588 Shares 51 Est. Cost $226.36 Unrealized +34.8%
FTDS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $15,028 Shares 266 Est. Cost $48.76 Unrealized
GOOGL ALPHABET INC 0.0%
Value $12,520 Shares 40 Est. Cost $137.51 Unrealized +107.7%
BOTT THEMES ETF TR 0.0%
Value $9,385 Shares 220 Est. Cost $39.86 Unrealized
INTC INTEL CORP 0.0%
Value $5,904 Shares 160 Est. Cost $24.23 Unrealized +55.9%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $4,317 Shares 30 Est. Cost $122.39 Unrealized +25.7%
SOLV SOLVENTUM CORP 0.0%
Value $2,774 Shares 35 Est. Cost $67.06 Unrealized +14.2%
WPRT WESTPORT FUEL SYSTEMS INC 0.0%
Value $618 Shares 300 Est. Cost $1.87 Unrealized 0.0%
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value $605 Shares 500 Est. Cost $1.05 Unrealized 0.0%
PSQH PSQ HOLDINGS INC 0.0%
Value $488 Shares 250 Est. Cost $1.65 Unrealized 0.0%
PMN PROMIS NEUROSCIENCES INC 0.0%
Value $441 Shares 1,000 Est. Cost $9.76 Unrealized 0.0%
FBLG FIBROBIOLOGICS INC 0.0%
Value $418 Shares 1,000 Est. Cost $0.35 Unrealized 0.0%
EONR EON RESOURCES INC 0.0%
Value $380 Shares 750 Est. Cost $0.47 Unrealized 0.0%