Institutions / Diversified Portfolios, Inc.
Diversified Portfolios, Inc.
CIK 1634212 · Institution · as of Dec 31, 2025
Portfolio value
$1.20B
Positions
181
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 181 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Total Stock Mkt | $153.71M | 12.8% |
| JPMorgan Active Bond ETF | $103.89M | 8.6% |
| Vanguard Core Bond ETF | $87.98M | 7.3% |
| Avantis International Equity ETF | $77.68M | 6.5% |
| DFA Short-Duration Fixed Inc ETF | $59.30M | 4.9% |
| iShares Ultra Short-Term Bond ETF | $54.53M | 4.5% |
| Avantis Emerging Markets EQ ETF | $42.33M | 3.5% |
| SPDR Trust (S&P 500) | $27.48M | 2.3% |
| DFA US Large Cap Value ETF | $26.28M | 2.2% |
| iShares Core S&P 500 ETF | $24.36M | 2.0% |
| DFA Core Emerging Mkt ETF | $23.12M | 1.9% |
| Russell 3000 | $21.85M | 1.8% |
| DFA US Small Cap Value ETF | $21.24M | 1.8% |
| Ishares Floating Rate | $20.47M | 1.7% |
| Nuveen AA-BBB CLO ETF | $19.07M | 1.6% |
| Vanguard Russell 3000 ETF | $16.08M | 1.3% |
| Vanguard ESG U.S. Stock ETF | $15.19M | 1.3% |
| JPMorgan Ultra-Short Municipal Inc ETF | $15.14M | 1.3% |
| DFA Int'l Core Equity ETF | $14.91M | 1.2% |
| iShares Global REIT ETF | $14.69M | 1.2% |
| Vanguard Value | $14.57M | 1.2% |
| Vanguard Core-Plus Bond ETF | $14.39M | 1.2% |
| JPMorgan Municipal ETF | $14.37M | 1.2% |
| DFA Tax-Managed US Marketwide Value II | $13.96M | 1.2% |
| iShares National Muni Bond ETF | $13.35M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.