Filed: 8/11/2025ACC: 0000905729-25-000138
📋 What this filing means
DIVERSIFIED PORTFOLIOS, INC. filed this quarterly 13F‑HR report disclosing 163 equity positions with a total reported market value of $1.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
163
Positions
$1.05B
Total AUM (reported)
15.41M
Total Shares
Allocation by class
ETF$902.82M86.1%
COM$145.63M13.9%
Portfolio Concentration
Top 3$290.85M27.7%
4–10$267.57M25.5%
11–25$239.95M22.9%
Rest$250.07M23.9%
Top 3 weight
27.7%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 15.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole163
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings163
Rows:
Vanguard Total Stock Mkt
SOLEShares442.79K
TypeSH
Market value$134.58M
12.84%
Sole
0.00
Shared
0.00
None
442.79K
JPMorgan Active Bond ETF
SOLEShares1.63M
TypeSH
Market value$87.09M
8.31%
Sole
0.00
Shared
0.00
None
1.63M
Vanguard Core Bond ETF
SOLEShares891.65K
TypeSH
Market value$69.17M
6.60%
Sole
0.00
Shared
0.00
None
891.65K
Avantis International Equity ETF
SOLEShares810.31K
TypeSH
Market value$59.97M
5.72%
Sole
0.00
Shared
0.00
None
810.31K
iShares Ultra Short-Term Bond ETF
SOLEShares1.10M
TypeSH
Market value$55.96M
5.34%
Sole
0.00
Shared
0.00
None
1.10M
DFA Short-Duration Fixed Inc ETF
SOLEShares933.13K
TypeSH
Market value$44.80M
4.27%
Sole
0.00
Shared
0.00
None
933.13K
Avantis Emerging Markets EQ ETF
SOLEShares474.63K
TypeSH
Market value$32.53M
3.10%
Sole
0.00
Shared
0.00
None
474.63K
Ishares Floating Rate
SOLEShares500.99K
TypeSH
Market value$25.56M
2.44%
Sole
0.00
Shared
0.00
None
500.99K
SPDR Trust (S&P 500)
SOLEShares40.85K
TypeSH
Market value$25.24M
2.41%
Sole
0.00
Shared
0.00
None
40.85K
iShares Core S&P 500 ETF
SOLEShares37.87K
TypeSH
Market value$23.51M
2.24%
Sole
0.00
Shared
0.00
None
37.87K
DFA Core Emerging Mkt ETF
SOLEShares734.40K
TypeSH
Market value$21.26M
2.03%
Sole
0.00
Shared
0.00
None
734.40K
iShares Global REIT ETF
SOLEShares853.90K
TypeSH
Market value$21.09M
2.01%
Sole
0.00
Shared
0.00
None
853.90K
Russell 3000
SOLEShares57.83K
TypeSH
Market value$20.30M
1.94%
Sole
0.00
Shared
0.00
None
57.83K
DFA US Large Cap Value ETF
SOLEShares652.55K
TypeSH
Market value$20.24M
1.93%
Sole
0.00
Shared
0.00
None
652.55K
iShares Core Total USD Bond Market ETF
SOLEShares380.98K
TypeSH
Market value$17.61M
1.68%
Sole
0.00
Shared
0.00
None
380.98K
DFA US Small Cap Value ETF
SOLEShares533.07K
TypeSH
Market value$15.69M
1.50%
Sole
0.00
Shared
0.00
None
533.07K
Vanguard ESG U.S. Stock ETF
SOLEShares138.59K
TypeSH
Market value$15.20M
1.45%
Sole
0.00
Shared
0.00
None
138.59K
Vanguard Short-Term Bond Index Fund
SOLEShares188.18K
TypeSH
Market value$14.81M
1.41%
Sole
0.00
Shared
0.00
None
188.18K
DFA Int'l Core Equity ETF
SOLEShares426.84K
TypeSH
Market value$14.76M
1.41%
Sole
0.00
Shared
0.00
None
426.84K
Vanguard Russell 3000 ETF
SOLEShares53.53K
TypeSH
Market value$14.60M
1.39%
Sole
0.00
Shared
0.00
None
53.53K
iShares National Muni Bond ETF
SOLEShares132.97K
TypeSH
Market value$13.89M
1.33%
Sole
0.00
Shared
0.00
None
132.97K
Vanguard Value
SOLEShares76.99K
TypeSH
Market value$13.61M
1.30%
Sole
0.00
Shared
0.00
None
76.99K
DFA Tax-Managed US Marketwide Value II
SOLEShares303.07K
TypeSH
Market value$12.81M
1.22%
Sole
0.00
Shared
0.00
None
303.07K
Vanguard Core-Plus Bond ETF
SOLEShares159.87K
TypeSH
Market value$12.44M
1.19%
Sole
0.00
Shared
0.00
None
159.87K
JPMorgan Ultra-Short Municipal Inc ETF
SOLEShares228.79K
TypeSH
Market value$11.65M
1.11%
Sole
0.00
Shared
0.00
None
228.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total Stock MktSOLE | ETF | 442.79K | SH | $134.58M 12.84% | 0.00 | 0.00 | 442.79K |
JPMorgan Active Bond ETFSOLE | ETF | 1.63M | SH | $87.09M 8.31% | 0.00 | 0.00 | 1.63M |
Vanguard Core Bond ETFSOLE | ETF | 891.65K | SH | $69.17M 6.60% | 0.00 | 0.00 | 891.65K |
Avantis International Equity ETFSOLE | COM | 810.31K | SH | $59.97M 5.72% | 0.00 | 0.00 | 810.31K |
iShares Ultra Short-Term Bond ETFSOLE | ETF | 1.10M | SH | $55.96M 5.34% | 0.00 | 0.00 | 1.10M |
DFA Short-Duration Fixed Inc ETFSOLE | ETF | 933.13K | SH | $44.80M 4.27% | 0.00 | 0.00 | 933.13K |
Avantis Emerging Markets EQ ETFSOLE | COM | 474.63K | SH | $32.53M 3.10% | 0.00 | 0.00 | 474.63K |
Ishares Floating RateSOLE | ETF | 500.99K | SH | $25.56M 2.44% | 0.00 | 0.00 | 500.99K |
SPDR Trust (S&P 500)SOLE | ETF | 40.85K | SH | $25.24M 2.41% | 0.00 | 0.00 | 40.85K |
iShares Core S&P 500 ETFSOLE | COM | 37.87K | SH | $23.51M 2.24% | 0.00 | 0.00 | 37.87K |
DFA Core Emerging Mkt ETFSOLE | ETF | 734.40K | SH | $21.26M 2.03% | 0.00 | 0.00 | 734.40K |
iShares Global REIT ETFSOLE | ETF | 853.90K | SH | $21.09M 2.01% | 0.00 | 0.00 | 853.90K |
Russell 3000SOLE | ETF | 57.83K | SH | $20.30M 1.94% | 0.00 | 0.00 | 57.83K |
DFA US Large Cap Value ETFSOLE | ETF | 652.55K | SH | $20.24M 1.93% | 0.00 | 0.00 | 652.55K |
iShares Core Total USD Bond Market ETFSOLE | ETF | 380.98K | SH | $17.61M 1.68% | 0.00 | 0.00 | 380.98K |
DFA US Small Cap Value ETFSOLE | ETF | 533.07K | SH | $15.69M 1.50% | 0.00 | 0.00 | 533.07K |
Vanguard ESG U.S. Stock ETFSOLE | ETF | 138.59K | SH | $15.20M 1.45% | 0.00 | 0.00 | 138.59K |
Vanguard Short-Term Bond Index FundSOLE | ETF | 188.18K | SH | $14.81M 1.41% | 0.00 | 0.00 | 188.18K |
DFA Int'l Core Equity ETFSOLE | ETF | 426.84K | SH | $14.76M 1.41% | 0.00 | 0.00 | 426.84K |
Vanguard Russell 3000 ETFSOLE | ETF | 53.53K | SH | $14.60M 1.39% | 0.00 | 0.00 | 53.53K |
iShares National Muni Bond ETFSOLE | ETF | 132.97K | SH | $13.89M 1.33% | 0.00 | 0.00 | 132.97K |
Vanguard ValueSOLE | ETF | 76.99K | SH | $13.61M 1.30% | 0.00 | 0.00 | 76.99K |
DFA Tax-Managed US Marketwide Value IISOLE | ETF | 303.07K | SH | $12.81M 1.22% | 0.00 | 0.00 | 303.07K |
Vanguard Core-Plus Bond ETFSOLE | ETF | 159.87K | SH | $12.44M 1.19% | 0.00 | 0.00 | 159.87K |
JPMorgan Ultra-Short Municipal Inc ETFSOLE | ETF | 228.79K | SH | $11.65M 1.11% | 0.00 | 0.00 | 228.79K |
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