Diversified Portfolios, Inc. Purchases and Sells in Q3 2025

Diversified Portfolios, Inc.

$905 Million
Q3 2025

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	830 + 0.19%	$303.93 - $329.86 $252K - $274K	444K $146M
DFSD	196K + 21.01%	$47.86 - $48.43 $9.38M - $9.49M	1.13M $54.4M
AVDE	50.3K + 6.21%	$73.24 - $79.04 $3.69M - $3.98M	861K $67.9M
AVEM	28.2K + 5.94%	$68.33 - $75.41 $1.93M - $2.13M	503K $37.8M
DFSV	59.2K + 11.11%	$29.2 - $32.74 $1.73M - $1.94M	592K $18.9M
JMUB	43.7K + 23.29%	$49.09 - $50.58 $2.15M - $2.21M	231K $11.7M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMF	9.14K New	$55.16 - $57.13 $504K - $522K	9.14K $521K
VV	739 New	$285.05 - $309.14 $211K - $228K	739 $227K
RTX	1.34K New	$144.19 - $167.33 $193K - $224K	1.34K $224K
CVX	1.39K New	$145.57 - $161.83 $203K - $225K	1.39K $216K
IEFA	2.47K New	$81.7 - $87.53 $202K - $217K	2.47K $216K
DVY	1.5K New	$133.88 - $142.57 $201K - $214K	1.5K $213K

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	-176K - 46.22%	$45.6 - $46.92 $8.03M - $8.26M	205K $9.57M
BSV	-49.3K - 26.22%	$78.11 - $79.07 $3.85M - $3.9M	139K $11M
FLOT	-42.6K - 8.5%	$50.82 - $51.09 $2.16M - $2.18M	458K $23.4M
MCD	-1.97K - 71.66%	$291.67 - $316.99 $573K - $623K	777 $236K
VNQ	-6.39K - 7.8%	$88.47 - $93.24 $565K - $596K	75.5K $6.9M
BND	-3.36K - 19.75%	$72.57 - $74.72 $244K - $251K	13.7K $1.02M

Activity Summary All Purchases 71 New Holdings 7 Increased Positions 64 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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