Diversified Portfolios, Inc. Purchases in Q4 2024

Diversified Portfolios, Inc.

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
143K
+ 33.89%
$46.75 - $47.8 $6.67M - $6.82M
564K $26.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
133K
New
$45.17 - $47.23 $6.01M - $6.28M
133K $6.03M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
70.1K
+ 105.95%
$50.67 - $50.9 $3.55M - $3.57M
136K $6.91M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
70.1K
+ 49.55%
$50.62 - $50.97 $3.55M - $3.57M
211K $10.7M
AVDE
American Centy ETF Tr Avantis

ETFs
94.9K
+ 16.38%
$60.9 - $66.69 $5.78M - $6.33M
674K $41.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
106K
+ 358.5%
$18.41 - $40.87 $1.95M - $4.32M
135K $2.5M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
23.6K
New
$39.3 - $41.34 $928K - $976K
23.6K $929K
MBB
Ishares Tr

ETFs
10K
New
$91.26 - $95.82 $914K - $959K
10K $917K
AVEM
American Centy ETF Tr Avantis

ETFs
46.8K
+ 14.81%
$58.59 - $66.14 $2.74M - $3.1M
363K $21.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.9K
+ 7.02%
$30.18 - $33.87 $750K - $842K
379K $11.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.42K
+ 15.83%
$124.26 - $134.12 $550K - $593K
32.4K $4.16M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.4K
+ 12.18%
$50.02 - $51.24 $672K - $688K
124K $6.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
112
+ 0.28%
$567.81 - $607.81 $63.6K - $68.1K
39.6K $23.2M
AMZN
Amazon Com Inc

Consumer Cyclical
240
+ 1.75%
$180.88 - $232.93 $43.4K - $55.9K
13.9K $3.05M
FSMD
Fidelity Covington Tr Small Mi

ETFs
11.3K
New
$40.75 - $44.85 $462K - $509K
11.3K $467K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
797
+ 35.8%
$521.84 - $558.82 $416K - $445K
3.02K $1.63M
SCHV
Schwab Strategic Tr Us Large C

ETFs
209K
+ 226.79%
$25.79 - $80.4 $5.38M - $16.8M
301K $7.84M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.15K
New
$49.79 - $51.14 $406K - $417K
8.15K $408K
COST
Costco Wholesale Corp

Consumer Defensive
375
New
$873.59 - $994.69 $328K - $373K
375 $343K
IWF
Ishares Russell 1000 Gr ETF

ETFs
166
+ 1.65%
$370.24 - $418.94 $61.5K - $69.5K
10.2K $4.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.21K
New
$116.4 - $138.52 $257K - $306K
2.21K $279K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.22K
+ 4.8%
$91.29 - $91.8 $294K - $295K
70.2K $6.42M
SUB
Ishares Short Term National Mu

ETFs
2.67K
+ 5.83%
$104.94 - $106.2 $280K - $283K
48.4K $5.1M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.98K
New
$119.61 - $136.3 $237K - $270K
1.98K $244K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.7K
+ 24.55%
$51.33 - $53.74 $292K - $306K
28.9K $1.49M
VBR
Vanguard Small Cap Value ETF

ETFs
1.26K
+ 9.58%
$197.36 - $217.3 $248K - $273K
14.4K $2.85M
WMT
Walmart Inc.

Consumer Defensive
2.37K
New
$79.1 - $95.7 $188K - $227K
2.37K $214K
EMR
Emerson Electric CO

Industrials
1.67K
New
$108.13 - $134.33 $180K - $224K
1.67K $206K
MUB
Ishares National Muni Bond ETF

ETFs
4.37K
+ 2.85%
$105.78 - $108.7 $462K - $475K
158K $16.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.6K
+ 16.18%
$51.09 - $55.27 $184K - $199K
25.9K $1.32M
V
Visa Inc.

Financial Services
73
+ 2.91%
$273.87 - $320.91 $20K - $23.4K
2.58K $816K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
143K
+ 200.0%
$22.01 - $66.82 $3.14M - $9.54M
214K $4.86M
IWB
Ishares Tr Russell 1000 ETF

ETFs
182
+ 5.14%
$311.11 - $335.64 $56.6K - $61.1K
3.72K $1.2M
AVUV
American Centy ETF Tr Avantis

ETFs
442
+ 0.93%
$94.37 - $106.41 $41.7K - $47K
47.9K $4.62M
IEMG
Ishares Inc

ETFs
1.21K
+ 4.57%
N/A
27.6K $1.48M
MA
Mastercard Inc

Financial Services
50
+ 4.33%
$491.3 - $536.15 $24.6K - $26.8K
1.21K $634K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
772
+ 2.19%
$100.16 - $100.7 $77.3K - $77.7K
36K $3.61M
GOOG
Alphabet Inc.

Communication Services
175
+ 13.1%
$163.08 - $198.16 $28.5K - $34.7K
1.51K $287K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.23K
+ 18.52%
$50.37 - $50.6 $62K - $62.2K
7.87K $396K
BX
Blackstone Inc.

Financial Services
1
+ 0.03%
$148.45 - $199.05 $148 - $199
3.04K $523K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.7K
+ 16.56%
$26.63 - $30.23 $72K - $81.7K
19K $506K
ORCL
Oracle Corp

Technology
161
+ 9.92%
$165.41 - $192.43 $26.6K - $31K
1.78K $297K
VB
Vanguard Small Cap ETF

ETFs
11
+ 0.25%
$233.76 - $261.58 $2.57K - $2.88K
4.37K $1.05M
ABT
Abbott Laboratories

Healthcare
177
+ 4.93%
$111.93 - $119.39 $19.8K - $21.1K
3.77K $425K
DFAR
Dimensional ETF Tr Dimensional

ETFs
3.15K
+ 11.96%
$22.72 - $25.76 $71.6K - $81.2K
29.5K $686K
ACN
Accenture PLC

Technology
30
+ 1.62%
$343.9 - $376.86 $10.3K - $11.3K
1.88K $662K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.22K
+ 200.06%
$22.4 - $68.28 $139K - $424K
9.32K $216K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.26K
+ 10.36%
$58.88 - $64.8 $74K - $81.4K
13.4K $788K
Vanguard Core Plus Bond ETF
20.6K
+ 24.32%
N/A
105K $0
Activity Summary
Buys All Purchases 76 New Holdings 11 Increased Positions 65 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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