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Sun Communities shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Sun Communities

Tip: Access up to 7 years of quarterly data

All positions including Sun Communities held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Communities by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $371k 2.9k 128.98

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

Top funds holding Sun Communities

Vanguard Group
Dodge & Cox
BlackRock
Cohen & Steers Capital Management
State Street Corporation
FMR
Wellington Management Company
Geode Capital Management
Daiwa Securities Group
Dimensional Fund Advisors
Citadel Advisors
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Northern Trust
Canada Pension Plan Investment Board

View all funds holding Sun Communities