Diversified Portfolios, Inc. Incresed Positions in Q2 2025

Diversified Portfolios, Inc.

  • $851 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
9.3K
+ 2.15%
$243.75 - $303.93 $2.27M - $2.83M
443K $135M
AVDE
American Centy ETF Tr Avantis

ETFs
71.7K
+ 9.71%
$59.32 - $74.36 $4.25M - $5.33M
810K $60M
AVEM
American Centy ETF Tr Avantis

ETFs
56.9K
+ 13.63%
$53.08 - $68.54 $3.02M - $3.9M
475K $32.5M
DFSD
Dimensional ETF Tr Short Durat

ETFs
108K
+ 13.03%
$47.09 - $48.01 $5.07M - $5.16M
933K $44.8M
IWV
Ishares Russell 3000 ETF

ETFs
4.06K
+ 7.54%
$281.67 - $351.0 $1.14M - $1.42M
57.8K $20.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
89.1K
+ 20.08%
$24.21 - $29.47 $2.16M - $2.63M
533K $15.7M
DFAE
Dimensional ETF Tr

ETFs
28.3K
+ 4.0%
$22.87 - $28.95 $646K - $818K
734K $21.3M
DFAI
Dimensional ETF Tr

ETFs
40.8K
+ 10.56%
$28.02 - $34.71 $1.14M - $1.42M
427K $14.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
223
+ 0.55%
$496.48 - $617.85 $111K - $138K
40.8K $25.2M
IVV
Ishares Core S&P 500 ETF

ETFs
144
+ 0.38%
$498.8 - $620.9 $71.8K - $89.4K
37.9K $23.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
40.3K
+ 27.34%
$48.46 - $50.2 $1.95M - $2.02M
188K $9.32M
SCHV
Schwab Strategic Tr Us Large C

ETFs
56.4K
+ 17.52%
$23.55 - $27.67 $1.33M - $1.56M
378K $10.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
34.8K
+ 17.92%
$50.52 - $50.92 $1.76M - $1.77M
229K $11.7M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.09K
+ 0.79%
$86.93 - $109.64 $94.9K - $120K
139K $15.2M
VTHR
Vanguard Russell 3000 ETF

ETFs
893
+ 1.7%
$218.71 - $272.75 $195K - $244K
53.5K $14.6M
VTV
Vanguard Value ETF

ETFs
7.5K
+ 10.8%
$153.67 - $176.74 $1.15M - $1.33M
77K $13.6M
SUB
Ishares Short Term National Mu

ETFs
12.9K
+ 27.02%
$104.77 - $106.34 $1.35M - $1.37M
60.6K $6.44M
REET
Ishares Global Reit ETF

ETFs
38.1K
+ 4.67%
$21.59 - $25.16 $823K - $959K
854K $21.1M
AVUV
American Centy ETF Tr Avantis

ETFs
11.8K
+ 23.69%
$75.17 - $91.21 $887K - $1.08M
61.6K $5.61M
VBR
Vanguard Small Cap Value ETF

ETFs
5.72K
+ 41.9%
$162.76 - $195.77 $930K - $1.12M
19.4K $3.77M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.93K
+ 4.55%
$108.12 - $135.04 $209K - $260K
44.3K $5.99M
IEMG
Ishares Inc

ETFs
13.2K
+ 44.22%
N/A
43K $2.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
203
+ 0.58%
$82.96 - $110.1 $16.8K - $22.4K
34.9K $3.84M
CVNA
Carvana Co.

Consumer Cyclical
536
+ 16.83%
$162.57 - $345.64 $87.1K - $185K
3.72K $1.25M
AVRE
American Centy ETF Tr Avantis
12.9K
+ 178.78%
$38.75 - $44.92 $501K - $581K
20.2K $891K
MSFT
Microsoft Corp

Technology
354
+ 10.68%
$354.56 - $497.45 $126K - $176K
3.67K $1.82M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
392
+ 0.18%
$19.1 - $23.83 $7.49K - $9.34K
215K $5.11M
AMZN
Amazon Com Inc

Consumer Cyclical
551
+ 4.3%
$167.32 - $223.3 $92.2K - $123K
13.4K $2.93M
DFIV
Dimensional ETF Tr

ETFs
7K
+ 13.63%
$34.67 - $43.21 $243K - $302K
58.4K $2.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.67K
+ 13.23%
$45.2 - $46.6 $437K - $451K
82.8K $3.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
335
+ 11.66%
$416.06 - $551.64 $139K - $185K
3.21K $1.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.61K
+ 11.33%
$90.56 - $109.49 $237K - $286K
25.7K $2.81M
FNDF
Schwab Fundamental Intl Large

ETFs
8.75K
+ 94.99%
$32.25 - $40.02 $282K - $350K
18K $718K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
264
+ 8.06%
$456.74 - $568.03 $121K - $150K
3.54K $2.01M
JPM
Jpmorgan Chase & CO

Financial Services
409
+ 11.15%
$210.28 - $289.91 $86K - $119K
4.08K $1.18M
MA
Mastercard Inc

Financial Services
386
+ 32.03%
$479.92 - $590.74 $185K - $228K
1.59K $894K
HD
Home Depot, Inc.

Consumer Cyclical
606
+ 73.28%
$335.24 - $380.78 $203K - $231K
1.43K $525K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.05K
+ 45.23%
$52.31 - $63.72 $159K - $194K
9.78K $622K
ORCL
Oracle Corp

Technology
355
+ 21.87%
$122.82 - $218.63 $43.6K - $77.6K
1.98K $432K
VNQ
Vanguard Specialized Funds Van

ETFs
3.44K
+ 4.38%
$79.79 - $91.42 $274K - $314K
81.9K $7.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
133
+ 0.54%
$166.82 - $194.23 $22.2K - $25.8K
24.6K $4.78M
DFAR
Dimensional ETF Tr Dimensional

ETFs
7.84K
+ 19.4%
$20.99 - $23.93 $164K - $188K
48.2K $1.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
249
+ 0.61%
$51.16 - $62.02 $12.7K - $15.4K
40.8K $2.53M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.24K
+ 5.35%
$79.56 - $82.92 $98.9K - $103K
24.5K $2.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
217
+ 1.51%
$72.96 - $90.39 $15.8K - $19.6K
14.6K $1.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
556
+ 4.53%
$55.54 - $69.09 $30.9K - $38.4K
12.8K $886K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2K
+ 14.16%
$51.14 - $57.0 $102K - $114K
16.1K $915K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
103
+ 0.47%
$114.78 - $133.31 $11.8K - $13.7K
21.9K $2.92M
VO
Vanguard Mid Cap ETF

ETFs
185
+ 8.49%
$228.54 - $279.83 $42.3K - $51.8K
2.37K $661K
Activity Summary
Buys All Purchases 101 New Holdings 23 Increased Positions 78 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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