Sign In
test

Barry Logan

Disciplined Investments, Llc

Assets Managed
$278.544M
Holdings
141
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
7.08%(2Q avg: 5.27%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Disciplined Investments, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Disciplined Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 278.544M in assets, with a quarterly growth rate of 7.08% and a 2-quarter average growth rate of 5.27%. The portfolio is managed by Barry Logan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIV
Dimensional International Va
Recent Activity
Increased 2.59%
6.11%
$17.017M
322,412 shares@ $52.79 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 13.33%
5.1%
$14.199M
397,623 shares@ $35.72 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 17.26%
4.34%
$12.066M
252,013 shares@ $47.88 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 3.64%
3.82%
$10.624M
170,123 shares@ $62.46 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 8.49%
3.66%
$10.17M
173,730 shares@ $58.54 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 3.73%
3.64%
$10.121M
127,680 shares@ $79.28 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 4.04%
3.56%
$9.9M
292,372 shares@ $33.87 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Decreased -0.59%
3.18%
$8.839M
353,834 shares@ $24.99 avg price
DFIS
Dimensional International Sm
Recent Activity
Increased 5.77%
3.17%
$8.822M
262,018 shares@ $33.68 avg price
JBHT
Hunt (jb) Transprt Svcs Inc
Recent Activity
Increased 1.28%
2.85%
$7.919M
37,370 shares@ $211.9 avg price

1-10 of 141