StockDriftsStockDriftsTop 44 Disciplined Equity Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 19.69% | 808.7K | $39.2M | +0.80%(+6.39K) | $34.19(+53.93%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 18.66% | 523.8K | $37.1M | -0.53%(-2.79K) | $51.32(+57.29%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 13% | 414.2K | $25.9M | -0.91%(-3.78K) | $47.82(+37.67%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 12.49% | 349.6K | $24.9M | -0.19%(-666) | $59.10(+29.45%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 10.6% | 399.8K | $21.1M | -3.89%(-16.19K) | $33.92(+64.05%) | 2026-03-31 | |
| DOW | DOW HLDGS INC | 1.73% | 82.8K | $3.4M | +72.75%(+34.87K) | $39.86(-2.55%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 1.34% | 53.3K | $2.7M | +11.09%(+5.32K) | $40.04(+17.91%) | 2026-03-31 | |
| MO | ALTRIA GROUP INC | 1.24% | 37.5K | $2.5M | -8.15%(-3.33K) | $46.76(+53.00%) | 2026-03-31 | |
| PFE | PFIZER INC | 1.22% | 86.6K | $2.4M | +1.71%(+1.46K) | $27.56(-5.80%) | 2026-03-31 | |
| AB | ALLIANCEBERNSTEIN HLDG L P | 1.18% | 62.8K | $2.4M | +7.99%(+4.65K) | $44.30(-13.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.43% | +45.95% |
| Top 20 Holdings Unweighted | +11.11% | +37.16% |
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