Diversified Portfolios, Inc. Incresed Positions in Q1 2025

Diversified Portfolios, Inc.

  • $778 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
262K
+ 46.39%
$46.74 - $47.55 $12.2M - $12.4M
826K $39.2M
AVDE
American Centy ETF Tr Avantis

ETFs
64.7K
+ 9.61%
$60.63 - $68.55 $3.93M - $4.44M
739K $48.9M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
95.4K
+ 14.88%
$50.87 - $51.09 $4.85M - $4.87M
736K $37.6M
AVEM
American Centy ETF Tr Avantis

ETFs
54.8K
+ 15.09%
$57.11 - $62.4 $3.13M - $3.42M
418K $25.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
85.1K
+ 360.59%
$38.99 - $40.37 $3.32M - $3.44M
109K $4.38M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
57.7K
+ 42.3%
$50.72 - $50.92 $2.93M - $2.94M
194K $9.87M
ICSH
Blackrock Ultra Short Term Bon

ETFs
37.8K
+ 3.46%
$50.44 - $50.7 $1.91M - $1.92M
1.13M $57.3M
DFAI
Dimensional ETF Tr

ETFs
27.4K
+ 7.63%
$28.88 - $32.4 $790K - $887K
386K $12.1M
REET
Ishares Global Reit ETF

ETFs
43.6K
+ 5.65%
$23.24 - $25.16 $1.01M - $1.1M
816K $19.8M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
23.8K
+ 19.2%
$49.69 - $50.76 $1.18M - $1.21M
147K $7.37M
SCHO
Schwab Short Term Us Treasury

ETFs
39.7K
+ 238.1%
$24.1 - $24.34 $957K - $967K
56.4K $1.37M
DFSV
Dimensional ETF Tr Dimensional

ETFs
65K
+ 17.16%
$27.56 - $32.1 $1.79M - $2.09M
444K $12.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.4K
+ 7.13%
$25.77 - $27.6 $553K - $592K
322K $8.56M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.3K
+ 60.07%
$42.5 - $46.71 $607K - $668K
38.1K $1.72M
VTV
Vanguard Value ETF

ETFs
588
+ 0.85%
$167.73 - $179.21 $98.6K - $105K
69.5K $12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.01K
+ 5.92%
$18.36 - $20.51 $147K - $164K
143K $2.83M
DFAR
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 36.83%
$22.35 - $24.52 $243K - $267K
40.4K $960K
IWM
Ishares Russell 2000 ETF

ETFs
5.2K
+ 13.38%
$198.1 - $229.79 $1.03M - $1.19M
44.1K $8.79M
IWD
Ishares Russell 1000 Val ETF

ETFs
436
+ 1.81%
$182.82 - $196.21 $79.7K - $85.5K
24.5K $4.6M
IEMG
Ishares Inc

ETFs
2.15K
+ 7.79%
N/A
29.8K $1.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.86K
+ 23.66%
$50.39 - $50.66 $93.9K - $94.4K
9.74K $492K
XOM
Exxon Mobil Corp

Energy
4
+ 0.06%
$105.44 - $118.93 $422 - $476
6.35K $755K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.76K
+ 13.59%
$102.49 - $119.96 $283K - $331K
23.1K $2.41M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
229
+ 1.06%
$126.11 - $135.06 $28.9K - $30.9K
21.8K $2.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
251
+ 8.3%
$507.05 - $563.67 $127K - $141K
3.27K $1.68M
VCIT
Vanguard Intermediate Term Cor

ETFs
131
+ 0.57%
$79.17 - $82.04 $10.4K - $10.7K
23.2K $1.9M
EEM
Ishares Msci Emerging Markets

ETFs
348
+ 3.28%
$40.81 - $45.34 $14.2K - $15.8K
11K $479K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
524
+ 3.58%
$47.59 - $48.35 $24.9K - $25.3K
15.2K $732K
DTE
Dte Energy CO

Utilities
7
+ 0.37%
$117.6 - $138.27 $823 - $968
1.89K $261K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
231
+ 1.22%
$38.89 - $41.6 $8.98K - $9.61K
19.1K $773K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
676
+ 10.69%
$36.63 - $37.45 $24.8K - $25.3K
7K $257K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.37K
+ 14.72%
$21.75 - $24.28 $29.8K - $33.3K
10.7K $236K
JEPI
J P Morgan Exchange Traded Fd

ETFs
249
+ 1.8%
$56.17 - $59.71 $14K - $14.9K
14.1K $806K
AVRE
American Centy ETF Tr Avantis
20
+ 0.28%
$40.62 - $44.31 $812 - $886
7.24K $311K
Vanguard Core Plus Bond ETF
29.1K
+ 27.65%
N/A
134K $0
Vanguard Core Bond ETF
213K
+ 38.09%
N/A
773K $0
Dimensional Us Large Cap Value ETF
72.5K
+ 13.39%
N/A
614K $0
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.18%
$185.78 - $198.58 $2.42K - $2.58K
7.13K $1.36M
Jp Morgan Active Bond ETF
139K
+ 10.27%
N/A
1.49M $0
VO
Vanguard Mid Cap ETF

ETFs
35
+ 1.63%
$251.87 - $277.95 $8.82K - $9.73K
2.18K $563K
VB
Vanguard Small Cap ETF

ETFs
351
+ 8.04%
$217.89 - $252.64 $76.5K - $88.7K
4.72K $1.05M
DFAS
Dimensional ETF Tr U S Small C

ETFs
380
+ 5.98%
$58.81 - $68.2 $22.3K - $25.9K
6.73K $402K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 1.1%
$347.25 - $424.87 $3.13K - $3.82K
827 $303K
GOOG
Alphabet Inc.

Communication Services
40
+ 2.65%
$156.06 - $207.71 $6.24K - $8.31K
1.55K $242K
DFAU
Dimensional ETF Tr

ETFs
7.44K
+ 4.26%
$37.84 - $42.29 $282K - $315K
182K $7.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
71
+ 2.53%
$468.34 - $539.52 $33.3K - $38.3K
2.87K $1.35M
VGT
Vanguard Information Technolog

ETFs
14
+ 1.2%
$542.38 - $646.34 $7.59K - $9.05K
1.18K $637K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.75K
+ 5.97%
$96.93 - $109.51 $751K - $849K
138K $13.5M
AVUV
American Centy ETF Tr Avantis

ETFs
1.92K
+ 4.02%
$84.95 - $100.62 $163K - $194K
49.8K $4.34M
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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