Disciplined Equity Management, Inc.
Disciplined Equity Management, Inc. is a registered investment adviser headquartered in Neptune Beach, Florida. Founded in 2006, the firm provides asset management services primarily to high net-worth individuals, non-high net worth individuals, pension and profit sharing plans, and charitable organizations. The firm manages over $370 million in assets and has a staff of 6–8 employees. Their services are designed for U.S.-based clients seeking disciplined, equity-focused investment management.
Investment Strategy
Disciplined Equity Management, Inc. focuses on long-term equity investing using a disciplined, quantitative approach for portfolio construction and security selection. The firm primarily invests in large-cap U.S. equities, seeking to achieve attractive risk-adjusted returns by applying consistent, research-driven processes. Their portfolios emphasize diversification, risk management, and systematic rebalancing to maintain target allocations. DEM's strategy is tailored for individual and institutional clients seeking steady capital appreciation through evidence-based investing in publicly traded equities.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 20.21% | $37.1M | 512,679 | $52.71 | $72.44 | +$3.7M |
D DFUV | DIMENSIONAL ETF TRUST | 18.79% | $34.5M | 772,762 | $33.90 | $44.69 | +$3.0M |
D DFAT | DIMENSIONAL ETF TRUST | 12.88% | $23.7M | 406,601 | $48.89 | $58.21 | +$2.0M |
D DFAS | DIMENSIONAL ETF TRUST | 12.75% | $23.4M | 342,203 | $60.05 | $68.46 | +$1.9M |
D DFIV | DIMENSIONAL ETF TRUST | 10.22% | $18.8M | 407,244 | $33.77 | $46.12 | +$1.5M |