§ 13F · FUND PROFILE
Diversified Portfolios, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 166Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt | 458K | $147M | 12.1% | ±0% |
| 2 | JBND | JPMorgan Active Bond ETF | 1.99M | $107M | 8.8% | +3% |
| 3 | VCRB | Vanguard Core Bond ETF | 1.19M | $92M | 7.6% | +6% |
| 4 | AVDE | Avantis International Equity ETF | 933K | $79M | 6.5% | −1% |
| 5 | DFSD | DFA Short-Duration Fixed Inc ETF | 1.34M | $64M | 5.3% | +8% |
| 6 | ICSH | iShares Ultra Short-Term Bond ETF | 1.10M | $56M | 4.6% | +2% |
| 7 | AVEM | Avantis Emerging Markets EQ ETF | 577K | $46M | 3.8% | +5% |
| 8 | DFLV | DFA US Large Cap Value ETF | 916K | $33M | 2.7% | +19% |
| 9 | SPY | SPDR Trust (S&P 500) | 40K | $26M | 2.1% | −1% |
| 10 | DFSV | DFA US Small Cap Value ETF | 695K | $24M | 2.0% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIVERSIFIED SIGNAL
AC read
Diversified Portfolios, Inc. is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 166 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed