DIVERSIFIED PORTFOLIOS, INC.

Filed: 11/12/2025ACC: 0000905729-25-000183

📋 What this filing means

DIVERSIFIED PORTFOLIOS, INC. filed this quarterly 13F‑HR report disclosing 166 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

166

Positions

$1.13B

Total AUM (reported)

16.06M

Total Shares

Allocation by class

ETF$971.36M85.7%

COM$161.94M14.3%

Portfolio Concentration

Top 3$325.42M28.7%

4–10$293.95M25.9%

11–25$246.98M21.8%

Rest$266.95M23.6%

Top 3 weight

28.7%

Top 10 weight

54.7%

Voting Authority Distribution

Total shares with voting rights: 16.06M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

16.06M

% of voting shares100.0%

Investment Discretion (by position count)

Sole166

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings166

Rows:

Vanguard Total Stock Mkt

SOLE

ETF

Shares443.62K

TypeSH

Market value$145.58M

12.85%

Sole

0.00

Shared

0.00

None

443.62K

JPMorgan Active Bond ETF

SOLE

ETF

Shares1.82M

TypeSH

Market value$98.44M

8.69%

Sole

0.00

Shared

0.00

None

1.82M

Vanguard Core Bond ETF

SOLE

ETF

Shares1.04M

TypeSH

Market value$81.40M

7.18%

Sole

0.00

Shared

0.00

None

1.04M

Avantis International Equity ETF

SOLE

COM

Shares860.65K

TypeSH

Market value$67.91M

5.99%

Sole

0.00

Shared

0.00

None

860.65K

iShares Ultra Short-Term Bond ETF

SOLE

ETF

Shares1.13M

TypeSH

Market value$57.60M

5.08%

Sole

0.00

Shared

0.00

None

1.13M

DFA Short-Duration Fixed Inc ETF

SOLE

ETF

Shares1.13M

TypeSH

Market value$54.42M

4.80%

Sole

0.00

Shared

0.00

None

1.13M

Avantis Emerging Markets EQ ETF

SOLE

COM

Shares502.83K

TypeSH

Market value$37.77M

3.33%

Sole

0.00

Shared

0.00

None

502.83K

SPDR Trust (S&P 500)

SOLE

ETF

Shares40.75K

TypeSH

Market value$27.14M

2.40%

Sole

0.00

Shared

0.00

None

40.75K

iShares Core S&P 500 ETF

SOLE

COM

Shares37.15K

TypeSH

Market value$24.86M

2.19%

Sole

0.00

Shared

0.00

None

37.15K

DFA US Large Cap Value ETF

SOLE

ETF

Shares737.32K

TypeSH

Market value$24.26M

2.14%

Sole

0.00

Shared

0.00

None

737.32K

Ishares Floating Rate

SOLE

ETF

Shares458.41K

TypeSH

Market value$23.42M

2.07%

Sole

0.00

Shared

0.00

None

458.41K

DFA Core Emerging Mkt ETF

SOLE

ETF

Shares730.85K

TypeSH

Market value$23.04M

2.03%

Sole

0.00

Shared

0.00

None

730.85K

iShares Global REIT ETF

SOLE

ETF

Shares883.75K

TypeSH

Market value$22.59M

1.99%

Sole

0.00

Shared

0.00

None

883.75K

Russell 3000

SOLE

ETF

Shares57.70K

TypeSH

Market value$21.86M

1.93%

Sole

0.00

Shared

0.00

None

57.70K

DFA US Small Cap Value ETF

SOLE

ETF

Shares592.31K

TypeSH

Market value$18.86M

1.66%

Sole

0.00

Shared

0.00

None

592.31K

Vanguard Russell 3000 ETF

SOLE

ETF

Shares53.53K

TypeSH

Market value$15.75M

1.39%

Sole

0.00

Shared

0.00

None

53.53K

Vanguard ESG U.S. Stock ETF

SOLE

ETF

Shares127.19K

TypeSH

Market value$15.06M

1.33%

Sole

0.00

Shared

0.00

None

127.19K

DFA Int'l Core Equity ETF

SOLE

ETF

Shares410.27K

TypeSH

Market value$14.91M

1.32%

Sole

0.00

Shared

0.00

None

410.27K

Vanguard Value

SOLE

ETF

Shares77.53K

TypeSH

Market value$14.46M

1.28%

Sole

0.00

Shared

0.00

None

77.53K

iShares National Muni Bond ETF

SOLE

ETF

Shares132.87K

TypeSH

Market value$14.15M

1.25%

Sole

0.00

Shared

0.00

None

132.87K

Vanguard Core-Plus Bond ETF

SOLE

ETF

Shares172.02K

TypeSH

Market value$13.53M

1.19%

Sole

0.00

Shared

0.00

None

172.02K

DFA Tax-Managed US Marketwide Value II

SOLE

ETF

Shares300.84K

TypeSH

Market value$13.44M

1.19%

Sole

0.00

Shared

0.00

None

300.84K

JPMorgan Ultra-Short Municipal Inc ETF

SOLE

ETF

Shares253.34K

TypeSH

Market value$12.93M

1.14%

Sole

0.00

Shared

0.00

None

253.34K

JPMorgan Municipal ETF

SOLE

ETF

Shares231.49K

TypeSH

Market value$11.68M

1.03%

Sole

0.00

Shared

0.00

None

231.49K

Schwab US Large Cap Value

SOLE

ETF

Shares387.61K

TypeSH

Market value$11.28M

1.00%

Sole

0.00

Shared

0.00

None

387.61K

Issuer	Class	Shares	Type	Value / Portfolio %	None
Vanguard Total Stock MktSOLE	ETF	443.62K	SH	$145.58M 12.85%	443.62K
JPMorgan Active Bond ETFSOLE	ETF	1.82M	SH	$98.44M 8.69%	1.82M
Vanguard Core Bond ETFSOLE	ETF	1.04M	SH	$81.40M 7.18%	1.04M
Avantis International Equity ETFSOLE	COM	860.65K	SH	$67.91M 5.99%	860.65K
iShares Ultra Short-Term Bond ETFSOLE	ETF	1.13M	SH	$57.60M 5.08%	1.13M
DFA Short-Duration Fixed Inc ETFSOLE	ETF	1.13M	SH	$54.42M 4.80%	1.13M
Avantis Emerging Markets EQ ETFSOLE	COM	502.83K	SH	$37.77M 3.33%	502.83K
SPDR Trust (S&P 500)SOLE	ETF	40.75K	SH	$27.14M 2.40%	40.75K
iShares Core S&P 500 ETFSOLE	COM	37.15K	SH	$24.86M 2.19%	37.15K
DFA US Large Cap Value ETFSOLE	ETF	737.32K	SH	$24.26M 2.14%	737.32K
Ishares Floating RateSOLE	ETF	458.41K	SH	$23.42M 2.07%	458.41K
DFA Core Emerging Mkt ETFSOLE	ETF	730.85K	SH	$23.04M 2.03%	730.85K
iShares Global REIT ETFSOLE	ETF	883.75K	SH	$22.59M 1.99%	883.75K
Russell 3000SOLE	ETF	57.70K	SH	$21.86M 1.93%	57.70K
DFA US Small Cap Value ETFSOLE	ETF	592.31K	SH	$18.86M 1.66%	592.31K
Vanguard Russell 3000 ETFSOLE	ETF	53.53K	SH	$15.75M 1.39%	53.53K
Vanguard ESG U.S. Stock ETFSOLE	ETF	127.19K	SH	$15.06M 1.33%	127.19K
DFA Int'l Core Equity ETFSOLE	ETF	410.27K	SH	$14.91M 1.32%	410.27K
Vanguard ValueSOLE	ETF	77.53K	SH	$14.46M 1.28%	77.53K
iShares National Muni Bond ETFSOLE	ETF	132.87K	SH	$14.15M 1.25%	132.87K
Vanguard Core-Plus Bond ETFSOLE	ETF	172.02K	SH	$13.53M 1.19%	172.02K
DFA Tax-Managed US Marketwide Value IISOLE	ETF	300.84K	SH	$13.44M 1.19%	300.84K
JPMorgan Ultra-Short Municipal Inc ETFSOLE	ETF	253.34K	SH	$12.93M 1.14%	253.34K
JPMorgan Municipal ETFSOLE	ETF	231.49K	SH	$11.68M 1.03%	231.49K
Schwab US Large Cap ValueSOLE	ETF	387.61K	SH	$11.28M 1.00%	387.61K

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