DIVERSIFIED PORTFOLIOS, INC.

Filed: 4/22/2025ACC: 0000905729-25-000079

📋 What this filing means

DIVERSIFIED PORTFOLIOS, INC. filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $950.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

141

Positions

$950.80M

Total AUM (reported)

14.60M

Total Shares

Allocation by class

ETF$832.19M87.5%

COM$118.61M12.5%

Portfolio Concentration

Top 3$258.80M27.2%

4–10$252.13M26.5%

11–25$222.50M23.4%

Rest$217.38M22.9%

Top 3 weight

27.2%

Top 10 weight

53.7%

Voting Authority Distribution

Total shares with voting rights: 14.60M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

14.60M

% of voting shares100.0%

Investment Discretion (by position count)

Sole141

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings141

Rows:

Vanguard Total Stock Mkt

SOLE

ETF

Shares433.49K

TypeSH

Market value$119.14M

12.53%

Sole

0.00

Shared

0.00

None

433.49K

JPMorgan Active Bond ETF

SOLE

ETF

Shares1.49M

TypeSH

Market value$79.77M

8.39%

Sole

0.00

Shared

0.00

None

1.49M

Vanguard Core Bond ETF

SOLE

ETF

Shares773.43K

TypeSH

Market value$59.89M

6.30%

Sole

0.00

Shared

0.00

None

773.43K

iShares Ultra Short-Term Bond ETF

SOLE

ETF

Shares1.13M

TypeSH

Market value$57.31M

6.03%

Sole

0.00

Shared

0.00

None

1.13M

Avantis International Equity ETF

SOLE

COM

Shares738.62K

TypeSH

Market value$48.95M

5.15%

Sole

0.00

Shared

0.00

None

738.62K

Dimensional Short-Duration Fixed Inc ETF

SOLE

ETF

Shares825.57K

TypeSH

Market value$39.23M

4.13%

Sole

0.00

Shared

0.00

None

825.57K

Ishares Floating Rate

SOLE

ETF

Shares736.40K

TypeSH

Market value$37.59M

3.95%

Sole

0.00

Shared

0.00

None

736.40K

Avantis Emerging Markets EQ ETF

SOLE

COM

Shares417.69K

TypeSH

Market value$25.13M

2.64%

Sole

0.00

Shared

0.00

None

417.69K

SPDR Trust (S&P 500)

SOLE

ETF

Shares40.62K

TypeSH

Market value$22.72M

2.39%

Sole

0.00

Shared

0.00

None

40.62K

iShares Core S&P 500 ETF

SOLE

COM

Shares37.72K

TypeSH

Market value$21.20M

2.23%

Sole

0.00

Shared

0.00

None

37.72K

iShares Core Total USD Bond Market ETF

SOLE

ETF

Shares455.71K

TypeSH

Market value$21.00M

2.21%

Sole

0.00

Shared

0.00

None

455.71K

iShares Global REIT ETF

SOLE

ETF

Shares815.77K

TypeSH

Market value$19.79M

2.08%

Sole

0.00

Shared

0.00

None

815.77K

Dimensional US Large Cap Value ETF

SOLE

ETF

Shares614.13K

TypeSH

Market value$18.77M

1.97%

Sole

0.00

Shared

0.00

None

614.13K

DFA Core Emerging Mkt ETF

SOLE

ETF

Shares706.14K

TypeSH

Market value$18.28M

1.92%

Sole

0.00

Shared

0.00

None

706.14K

Russell 3000

SOLE

ETF

Shares53.77K

TypeSH

Market value$17.08M

1.80%

Sole

0.00

Shared

0.00

None

53.77K

Vanguard Short-Term Bond Index Fund

SOLE

ETF

Shares215.79K

TypeSH

Market value$16.89M

1.78%

Sole

0.00

Shared

0.00

None

215.79K

iShares National Muni Bond ETF

SOLE

ETF

Shares141.29K

TypeSH

Market value$14.90M

1.57%

Sole

0.00

Shared

0.00

None

141.29K

Vanguard ESG U.S. Stock ETF

SOLE

ETF

Shares137.50K

TypeSH

Market value$13.47M

1.42%

Sole

0.00

Shared

0.00

None

137.50K

Vanguard Russell 3000 ETF

SOLE

ETF

Shares52.63K

TypeSH

Market value$12.99M

1.37%

Sole

0.00

Shared

0.00

None

52.63K

Dimensional US Small Cap Value ETF

SOLE

ETF

Shares443.92K

TypeSH

Market value$12.50M

1.31%

Sole

0.00

Shared

0.00

None

443.92K

DFA Tax-Managed US Marketwide Value II

SOLE

ETF

Shares303.21K

TypeSH

Market value$12.50M

1.31%

Sole

0.00

Shared

0.00

None

303.21K

DFA Int'l Core Equity ETF

SOLE

ETF

Shares386.06K

TypeSH

Market value$12.06M

1.27%

Sole

0.00

Shared

0.00

None

386.06K

Vanguard Value

SOLE

ETF

Shares69.49K

TypeSH

Market value$12.00M

1.26%

Sole

0.00

Shared

0.00

None

69.49K

Vanguard Core-Plus Bond ETF

SOLE

ETF

Shares134.17K

TypeSH

Market value$10.41M

1.09%

Sole

0.00

Shared

0.00

None

134.17K

JPMorgan Ultra-Short Municipal Inc ETF

SOLE

ETF

Shares194.02K

TypeSH

Market value$9.87M

1.04%

Sole

0.00

Shared

0.00

None

194.02K

Issuer	Class	Shares	Type	Value / Portfolio %	None
Vanguard Total Stock MktSOLE	ETF	433.49K	SH	$119.14M 12.53%	433.49K
JPMorgan Active Bond ETFSOLE	ETF	1.49M	SH	$79.77M 8.39%	1.49M
Vanguard Core Bond ETFSOLE	ETF	773.43K	SH	$59.89M 6.30%	773.43K
iShares Ultra Short-Term Bond ETFSOLE	ETF	1.13M	SH	$57.31M 6.03%	1.13M
Avantis International Equity ETFSOLE	COM	738.62K	SH	$48.95M 5.15%	738.62K
Dimensional Short-Duration Fixed Inc ETFSOLE	ETF	825.57K	SH	$39.23M 4.13%	825.57K
Ishares Floating RateSOLE	ETF	736.40K	SH	$37.59M 3.95%	736.40K
Avantis Emerging Markets EQ ETFSOLE	COM	417.69K	SH	$25.13M 2.64%	417.69K
SPDR Trust (S&P 500)SOLE	ETF	40.62K	SH	$22.72M 2.39%	40.62K
iShares Core S&P 500 ETFSOLE	COM	37.72K	SH	$21.20M 2.23%	37.72K
iShares Core Total USD Bond Market ETFSOLE	ETF	455.71K	SH	$21.00M 2.21%	455.71K
iShares Global REIT ETFSOLE	ETF	815.77K	SH	$19.79M 2.08%	815.77K
Dimensional US Large Cap Value ETFSOLE	ETF	614.13K	SH	$18.77M 1.97%	614.13K
DFA Core Emerging Mkt ETFSOLE	ETF	706.14K	SH	$18.28M 1.92%	706.14K
Russell 3000SOLE	ETF	53.77K	SH	$17.08M 1.80%	53.77K
Vanguard Short-Term Bond Index FundSOLE	ETF	215.79K	SH	$16.89M 1.78%	215.79K
iShares National Muni Bond ETFSOLE	ETF	141.29K	SH	$14.90M 1.57%	141.29K
Vanguard ESG U.S. Stock ETFSOLE	ETF	137.50K	SH	$13.47M 1.42%	137.50K
Vanguard Russell 3000 ETFSOLE	ETF	52.63K	SH	$12.99M 1.37%	52.63K
Dimensional US Small Cap Value ETFSOLE	ETF	443.92K	SH	$12.50M 1.31%	443.92K
DFA Tax-Managed US Marketwide Value IISOLE	ETF	303.21K	SH	$12.50M 1.31%	303.21K
DFA Int'l Core Equity ETFSOLE	ETF	386.06K	SH	$12.06M 1.27%	386.06K
Vanguard ValueSOLE	ETF	69.49K	SH	$12.00M 1.26%	69.49K
Vanguard Core-Plus Bond ETFSOLE	ETF	134.17K	SH	$10.41M 1.09%	134.17K
JPMorgan Ultra-Short Municipal Inc ETFSOLE	ETF	194.02K	SH	$9.87M 1.04%	194.02K

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