Diversified Portfolios, Inc. Purchases in Q3 2024

Diversified Portfolios, Inc.

  • $837 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
382K
+ 981.88%
$47.0 - $47.84 $18M - $18.3M
421K $20.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
306K
+ 36.07%
$50.32 - $50.75 $15.4M - $15.5M
1.15M $58.5M
AVDE
American Centy ETF Tr Avantis

ETFs
74.6K
+ 14.78%
$60.09 - $67.67 $4.48M - $5.04M
579K $38.8M
VTI
Vanguard Total Stock Market Et

ETFs
1.43K
+ 0.34%
$255.18 - $283.2 $364K - $404K
421K $119M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
62.9K
+ 1534.24%
$91.42 - $91.82 $5.75M - $5.78M
67K $6.15M
AVEM
American Centy ETF Tr Avantis

ETFs
44.7K
+ 16.49%
$57.2 - $65.59 $2.56M - $2.94M
316K $20.4M
REET
Ishares Global Reit ETF

ETFs
45.1K
+ 6.72%
$23.07 - $27.17 $1.04M - $1.23M
717K $19.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
31.4K
+ 820.85%
$100.3 - $100.74 $3.15M - $3.16M
35.2K $3.54M
AAPL
Apple Inc.

Technology
8.89K
+ 35.62%
$207.23 - $234.82 $1.84M - $2.09M
33.9K $7.89M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
46.9K
+ 49.61%
$50.52 - $50.95 $2.37M - $2.39M
141K $7.19M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
35K
+ 112.29%
$50.61 - $50.96 $1.77M - $1.78M
66.2K $3.37M
DFSV
Dimensional ETF Tr Dimensional

ETFs
35.5K
+ 11.14%
$28.25 - $31.7 $1M - $1.12M
354K $10.9M
DFAE
Dimensional ETF Tr

ETFs
17.7K
+ 2.67%
$24.46 - $27.82 $434K - $494K
681K $18.7M
DFAI
Dimensional ETF Tr

ETFs
20.1K
+ 5.99%
$28.69 - $32.06 $576K - $644K
356K $11.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.68K
+ 11.76%
$73.43 - $80.37 $711K - $778K
92K $7.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
210
+ 0.53%
$517.38 - $573.86 $109K - $121K
39.5K $22.7M
VTV
Vanguard Value ETF

ETFs
1.08K
+ 1.61%
$159.75 - $174.57 $172K - $188K
67.7K $11.8M
AVUV
American Centy ETF Tr Avantis

ETFs
8.18K
+ 20.83%
$88.24 - $99.7 $722K - $816K
47.5K $4.55M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
18.6K
New
$37.61 - $41.72 $698K - $774K
18.6K $773K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.1K
+ 10.11%
$50.15 - $51.27 $508K - $519K
110K $5.65M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.82K
+ 11.22%
$113.41 - $125.62 $320K - $354K
27.9K $3.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.6K
+ 64.72%
$36.98 - $41.55 $429K - $482K
29.5K $1.21M
VBR
Vanguard Small Cap Value ETF

ETFs
200
+ 1.55%
$179.99 - $201.6 $36K - $40.3K
13.1K $2.64M
CVNA
Carvana Co.

Consumer Cyclical
657
+ 20.69%
$122.32 - $175.15 $80.4K - $115K
3.83K $667K
DTE
Dte Energy CO

Utilities
1.88K
New
$108.67 - $128.41 $204K - $241K
1.88K $241K
TTD
Trade Desk, Inc.

Technology
2.05K
New
$83.08 - $110.79 $170K - $227K
2.05K $224K
XLF
Financial Sector Spdr

ETFs
4.75K
New
$40.84 - $45.74 $194K - $217K
4.75K $215K
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.37K
New
$48.27 - $49.33 $211K - $216K
4.37K $214K
VEA
Vanguard Ftse Developed Market

ETFs
1.11K
+ 2.47%
$47.6 - $53.31 $52.8K - $59.2K
46K $2.43M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.14K
New
$162.64 - $179.3 $185K - $204K
1.14K $204K
ZTS
Zoetis Inc.

Healthcare
1.03K
New
$172.58 - $196.48 $177K - $202K
1.03K $200K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.04%
$163.84 - $199.33 $328 - $399
5.63K $1.11M
AVRE
American Centy ETF Tr Avantis
2.42K
+ 49.53%
$40.95 - $48.28 $99.1K - $117K
7.31K $344K
VONV
Vanguard Russell 1000 Value Et

ETFs
248
+ 1.48%
$76.07 - $83.33 $18.9K - $20.7K
17K $1.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
875
+ 3.92%
$41.9 - $48.26 $36.7K - $42.2K
23.2K $1.11M
IEMG
Ishares Inc

ETFs
2.33K
+ 9.66%
$53.64 - $53.64 $125K - $125K
26.4K $1.42M
VGT
Vanguard Information Technolog

ETFs
191
+ 19.67%
$514.43 - $606.85 $98.3K - $116K
1.16K $681K
VONG
Vanguard Russell 1000 Growth E

ETFs
184
+ 0.5%
$85.48 - $98.39 $15.7K - $18.1K
37.2K $3.59M
VB
Vanguard Small Cap ETF

ETFs
153
+ 3.64%
$214.77 - $237.72 $32.9K - $36.4K
4.36K $1.03M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.28K
+ 52.29%
$50.25 - $50.74 $115K - $116K
6.64K $337K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.2K
+ 9.78%
$54.98 - $59.51 $66K - $71.4K
13.5K $801K
ACN
Accenture PLC

Technology
16
+ 0.87%
$295.44 - $355.81 $4.73K - $5.69K
1.85K $654K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
685
+ 5.99%
$58.03 - $65.37 $39.8K - $44.8K
12.1K $784K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33
+ 0.15%
$48.51 - $52.86 $1.6K - $1.74K
22.3K $1.18M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
886
+ 5.74%
$25.45 - $29.53 $22.5K - $26.2K
16.3K $476K
MA
Mastercard Inc

Financial Services
5
+ 0.43%
$429.6 - $500.99 $2.15K - $2.5K
1.16K $570K
EEM
Ishares Msci Emerging Markets

ETFs
369
+ 3.61%
$40.42 - $46.7 $14.9K - $17.2K
10.6K $486K
ORCL
Oracle Corp

Technology
7
+ 0.43%
$125.9 - $170.35 $881 - $1.19K
1.62K $276K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
38
+ 2.5%
$256.4 - $289.78 $9.74K - $11K
1.56K $441K
Activity Summary
Buys All Purchases 65 New Holdings 8 Increased Positions 57 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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