Diversified Portfolios, Inc. 13F Holdings
CIK 0001634212 · Bloomfield Hills, MI
As of Sep 30, 2025, Diversified Portfolios, Inc. reported 166 positions worth
CIK 0001634212 · Bloomfield Hills, MI
As of Sep 30, 2025, Diversified Portfolios, Inc. reported 166 positions worth
.1B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 443,621 | 45.6M | 12.85% |
| JPMORGAN ACTIVE BOND ETF | JBND | — | 1,817,562 | $98.4M | 8.69% |
| VANGUARD CORE BOND ETF | VCRB | — | 1,038,100 | $81.4M | 7.18% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 860,652 | $67.9M | 5.99% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 1,134,932 | $57.6M | 5.08% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 1,129,183 | $54.4M | 4.80% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 502,835 | $37.8M | 3.33% |
| SPDR S&P 500 ETF TRUST | SPY | — | 40,746 | $27.1M | 2.40% |
| ISHARES CORE S&P 500 ETF | IVV | — | 37,147 | $24.9M | 2.19% |
| DIMENSIONAL ETF TRUST | DFLV | — | 737,321 | $24.3M | 2.14% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 458,406 | $23.4M | 2.07% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 730,848 | $23.0M | 2.03% |
| ISHARES GLOBAL REIT ETF | REET | — | 883,749 | $22.6M | 1.99% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 57,697 | $21.9M | 1.93% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 592,314 | 8.9M | 1.66% |
| VANGUARD RUSSELL 3000 INDEX FUND | VTHR | — | 53,527 | 5.8M | 1.39% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 127,193 | 5.1M | 1.33% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 410,268 | 4.9M | 1.32% |
| VANGUARD VALUE INDEX FUND | VTV | — | 77,526 | 4.5M | 1.28% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 132,870 | 4.1M | 1.25% |
| VANGUARD CORE-PLUS BOND ETF | VPLS | — | 172,023 | 3.5M | 1.19% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 300,840 | 3.4M | 1.19% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 253,337 | 2.9M | 1.14% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 231,492 | 1.7M | 1.03% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 387,611 | 1.3M | 1.00% |