StockDriftsStockDriftsTop 50 Disciplined Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 6.11% | 322.4K | $17.0M | +2.59%(+8.14K) | $35.05(+58.48%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 5.1% | 397.6K | $14.2M | +13.33%(+46.76K) | $205.09(-81.27%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.33% | 252.0K | $12.1M | +17.26%(+37.09K) | $47.57(+0.63%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.81% | 170.1K | $10.6M | +3.64%(+5.97K) | $49.18(+34.72%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.65% | 173.7K | $10.2M | +8.48%(+13.58K) | $59.85(-2.67%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.63% | 127.7K | $10.1M | +3.72%(+4.58K) | $79.88(-1.14%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.55% | 292.4K | $9.9M | +4.03%(+11.33K) | $26.12(+52.46%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 3.17% | 353.8K | $8.8M | -0.60%(-2.13K) | $25.70(-2.66%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 3.17% | 262.0K | $8.8M | +5.77%(+14.29K) | $24.66(+48.27%) | 2026-03-31 | |
| JBHT | HUNT J B TRANS SVCS INC | 2.84% | 37.4K | $7.9M | +1.27%(+469) | $173.67(+46.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.95% | +32.93% |
| Top 20 Holdings Unweighted | +10.07% | +33.35% |
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