Diversified Portfolios, Inc. Incresed Positions in Q3 2025

Diversified Portfolios, Inc.

  • $905 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
830
+ 0.19%
$303.93 - $329.86 $252K - $274K
444K $146M
DFSD
Dimensional ETF Tr Short Durat

ETFs
196K
+ 21.01%
$47.86 - $48.43 $9.38M - $9.49M
1.13M $54.4M
AVDE
American Centy ETF Tr Avantis

ETFs
50.3K
+ 6.21%
$73.24 - $79.04 $3.69M - $3.98M
861K $67.9M
AVEM
American Centy ETF Tr Avantis

ETFs
28.2K
+ 5.94%
$68.33 - $75.41 $1.93M - $2.13M
503K $37.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
59.2K
+ 11.11%
$29.2 - $32.74 $1.73M - $1.94M
592K $18.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
43.7K
+ 23.29%
$49.09 - $50.58 $2.15M - $2.21M
231K $11.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
31.3K
+ 2.84%
$50.52 - $50.75 $1.58M - $1.59M
1.13M $57.6M
REET
Ishares Global Reit ETF

ETFs
29.8K
+ 3.5%
$24.45 - $25.91 $730K - $773K
884K $22.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
24.5K
+ 10.73%
$50.81 - $51.07 $1.25M - $1.25M
253K $12.9M
AVUV
American Centy ETF Tr Avantis

ETFs
3.47K
+ 5.63%
$90.37 - $102.12 $313K - $354K
65.1K $6.48M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.13K
+ 2.41%
$27.61 - $29.15 $252K - $266K
388K $11.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.2K
+ 16.02%
$48.5 - $50.19 $688K - $712K
103K $5.15M
ORCL
Oracle Corp

Technology
1.36K
+ 68.66%
$218.96 - $328.33 $297K - $446K
3.34K $938K
IWF
Ishares Russell 1000 Gr ETF

ETFs
14
+ 0.14%
$420.11 - $472.68 $5.88K - $6.62K
9.86K $4.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
955
+ 0.45%
$23.82 - $25.84 $22.7K - $24.7K
215K $5.54M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.09K
+ 5.04%
$39.58 - $40.74 $320K - $330K
169K $6.84M
IVW
Ishares S&P 500 Growth ETF

ETFs
114
+ 0.33%
$108.97 - $121.65 $12.4K - $13.9K
35K $4.23M
DFAT
Dimensional ETF Tr U S Target

ETFs
93
+ 0.13%
$53.36 - $59.69 $4.96K - $5.55K
72.6K $4.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
352
+ 1.37%
$108.46 - $120.63 $38.2K - $42.5K
26K $3.09M
VBR
Vanguard Small Cap Value ETF

ETFs
68
+ 0.35%
$195.41 - $212.37 $13.3K - $14.4K
19.4K $4.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 6.23%
$546.99 - $602.2 $109K - $120K
3.41K $2.05M
JPM
Jpmorgan Chase & CO

Financial Services
493
+ 12.09%
$282.78 - $316.06 $139K - $156K
4.57K $1.44M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.08K
+ 69.2%
$50.53 - $50.82 $256K - $258K
12.4K $630K
IWD
Ishares Russell 1000 Val ETF

ETFs
100
+ 0.41%
$192.76 - $203.86 $19.3K - $20.4K
24.7K $5.03M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.4K
+ 6.11%
$91.44 - $91.77 $219K - $220K
41.6K $3.82M
DFIV
Dimensional ETF Tr

ETFs
305
+ 0.52%
$42.66 - $46.53 $13K - $14.2K
58.7K $2.71M
VEA
Vanguard Ftse Developed Market

ETFs
1.1K
+ 2.44%
$56.02 - $60.3 $61.5K - $66.1K
46.1K $2.76M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.54K
+ 3.06%
$45.72 - $47.27 $116K - $120K
85.3K $4.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
757
+ 47.67%
$182.33 - $194.5 $138K - $147K
2.35K $456K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
519
+ 1.27%
$62.09 - $66.51 $32.2K - $34.5K
41.4K $2.7M
MSFT
Microsoft Corp

Technology
164
+ 4.47%
$491.09 - $535.64 $80.5K - $87.8K
3.83K $1.98M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.37K
+ 5.58%
$81.75 - $84.54 $112K - $115K
25.8K $2.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
162
+ 0.65%
$49.43 - $54.52 $8.01K - $8.83K
25.1K $1.36M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
312
+ 0.36%
$21.69 - $23.34 $6.77K - $7.28K
87.2K $2.03M
IVE
Ishares S&P 500 Value ETF

ETFs
144
+ 2.03%
$194.44 - $206.51 $28K - $29.7K
7.23K $1.49M
VB
Vanguard Small Cap ETF

ETFs
61
+ 1.46%
$237.58 - $259.17 $14.5K - $15.8K
4.25K $1.08M
AVLV
American Centy ETF Tr Avantis
610
+ 7.96%
$68.33 - $72.69 $41.7K - $44.3K
8.27K $597K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20
+ 0.09%
$52.12 - $55.33 $1.04K - $1.11K
23.2K $1.29M
FNDF
Schwab Fundamental Intl Large

ETFs
150
+ 0.83%
$39.84 - $43.15 $5.98K - $6.47K
18.1K $778K
ASML
Asml Holding Nv

Technology
7
+ 2.25%
$689.63 - $968.09 $4.83K - $6.78K
318 $307K
V
Visa Inc.

Financial Services
222
+ 12.84%
$332.09 - $358.86 $73.7K - $79.7K
1.95K $666K
IWB
Ishares Tr Russell 1000 ETF

ETFs
7
+ 0.39%
$339.37 - $366.46 $2.38K - $2.57K
1.8K $658K
VO
Vanguard Mid Cap ETF

ETFs
47
+ 1.99%
$279.83 - $293.74 $13.2K - $13.8K
2.41K $708K
JEPI
J P Morgan Exchange Traded Fd

ETFs
658
+ 4.09%
$55.61 - $57.37 $36.6K - $37.7K
16.8K $957K
ABT
Abbott Laboratories

Healthcare
230
+ 5.61%
$120.51 - $136.62 $27.7K - $31.4K
4.33K $579K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.01%
$25.29 - $28.33 $25.3 - $28.3
8.08K $225K
MA
Mastercard Inc

Financial Services
17
+ 1.07%
$550.18 - $598.96 $9.35K - $10.2K
1.61K $914K
DFAR
Dimensional ETF Tr Dimensional

ETFs
71
+ 0.15%
$22.9 - $24.1 $1.63K - $1.71K
48.3K $1.15M
XLF
Financial Sector Spdr

ETFs
225
+ 5.23%
$51.37 - $54.25 $11.6K - $12.2K
4.53K $243K
Activity Summary
Buys All Purchases 71 New Holdings 7 Increased Positions 64 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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