| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 20.3% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 15.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 14.4% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 11.4% |
| IRON MTN INC NEW | 11 | Q2 2024 | 2.6% |
| AllianceBernstein Holdings LP | 11 | Q2 2024 | 2.1% |
| ALTRIA GROUP INC | 11 | Q2 2024 | 1.9% |
| DOW INC | 11 | Q2 2024 | 1.7% |
| PRUDENTIAL FINL INC | 11 | Q2 2024 | 1.8% |
| 3M Company | 11 | Q2 2024 | 1.3% |
View Disciplined Equity Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| N-PX | 2024-08-05 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-05 |
View Disciplined Equity Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.