Diversified Portfolios, Inc. Sells in Q3 2024

Diversified Portfolios, Inc.

  • $837 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-100
- 50.0%
$610460.0 - $715910.0 $61M - $71.6M
100 $69M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-570K
- 58.95%
$76.38 - $78.87 $43.5M - $44.9M
397K $31.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-214K
- 23.38%
$44.83 - $47.42 $9.6M - $10.2M
702K $33.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-106K
- 43.65%
$74.26 - $78.84 $7.85M - $8.33M
136K $10.7M
BNDX
Vanguard Total International B

ETFs
-15.7K
- 66.49%
$48.42 - $50.35 $761K - $792K
7.92K $398K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-11.1K
- 19.3%
$71.45 - $75.64 $790K - $837K
46.2K $3.47M
SUB
Ishares Short Term National Mu

ETFs
-4.21K
- 8.43%
$104.3 - $106.3 $439K - $448K
45.7K $4.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-752
- 24.99%
$405.19 - $478.57 $305K - $360K
2.26K $1.04M
DFAU
Dimensional ETF Tr

ETFs
-14K
- 7.25%
$35.8 - $39.69 $501K - $556K
179K $7.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.26K
- 9.38%
$57.32 - $62.65 $244K - $267K
41.1K $2.56M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-1.89K
- 24.87%
$47.7 - $48.54 $89.9K - $91.5K
5.69K $276K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-851
- 12.3%
$81.31 - $83.29 $69.2K - $70.9K
6.07K $504K
VIG
Vanguard Dividend Appreciation

ETFs
-269
- 9.91%
$182.15 - $182.15 $49K - $49K
2.45K $445K
IWR
Ishares Russell Mid Cap ETF

ETFs
-900
- 18.29%
$79.92 - $88.19 $71.9K - $79.4K
4.02K $354K
LLY
Eli Lilly & CO

Healthcare
-4
- 0.19%
$772.14 - $960.02 $3.09K - $3.84K
2.05K $1.82M
ETN
Eaton Corp PLC

Industrials
-172
- 21.53%
$272.52 - $333.02 $46.9K - $57.3K
627 $207K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-428
- 4.58%
$305.34 - $350.41 $131K - $150K
8.91K $3.08M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.11K
- 6.97%
$47.18 - $48.74 $52.4K - $54.2K
14.8K $722K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-115
- 14.11%
$386.81 - $423.12 $44.5K - $48.7K
700 $296K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-956
- 7.2%
$46.18 - $48.92 $44.1K - $46.8K
12.3K $599K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.39K
- 3.15%
$76.94 - $79.54 $107K - $110K
42.7K $3.39M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-414
- 4.68%
$96.25 - $101.98 $39.8K - $42.2K
8.42K $852K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-179
- 5.45%
$61.11 - $67.85 $10.9K - $12.1K
3.11K $210K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-200
- 5.35%
$283.28 - $314.39 $56.7K - $62.9K
3.54K $1.11M
Vanguard Shrt Tax Exempt Bnd ETF
-812
- 2.66%
N/A
29.7K $0
GS
Goldman Sachs Group Inc

Financial Services
-44
- 7.27%
$459.02 - $510.25 $20.2K - $22.5K
561 $277K
XOM
Exxon Mobil Corp

Energy
-4
- 0.06%
$109.72 - $119.0 $439 - $476
6.37K $747K
NKE
Nike, Inc.

Consumer Cyclical
-236
- 7.31%
$71.09 - $89.44 $16.8K - $21.1K
2.99K $264K
VO
Vanguard Mid Cap ETF

ETFs
-100
- 4.41%
$237.84 - $263.83 $23.8K - $26.4K
2.17K $572K
MCD
Mcdonalds Corp

Consumer Cyclical
-487
- 13.93%
$245.82 - $304.51 $120K - $148K
3.01K $916K
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.11%
$194.9 - $224.8 $780 - $899
3.7K $778K
IWN
Ishares Russell2000 Val ETF

ETFs
-152
- 4.0%
$150.05 - $171.34 $22.8K - $26K
3.65K $609K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-590
- 3.9%
$75.32 - $84.37 $44.4K - $49.8K
14.5K $1.21M
HD
Home Depot, Inc.

Consumer Cyclical
-42
- 4.86%
$333.64 - $405.2 $14K - $17K
823 $333K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11
- 0.49%
$475.2 - $527.7 $5.23K - $5.8K
2.23K $1.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
-305
- 1.33%
$79.29 - $84.02 $24.2K - $25.6K
22.6K $1.89M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-118
- 1.16%
$332.02 - $382.76 $39.2K - $45.2K
10.1K $3.78M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-417
- 1.56%
$21.91 - $26.03 $9.14K - $10.9K
26.4K $675K
BX
Blackstone Inc.

Financial Services
-13
- 0.43%
$120.77 - $159.66 $1.57K - $2.08K
3.04K $464K
IVW
Ishares S&P 500 Growth ETF

ETFs
-20
- 0.06%
$84.77 - $97.13 $1.7K - $1.94K
35.9K $3.44M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-96
- 0.47%
$105.53 - $118.34 $10.1K - $11.4K
20.3K $2.37M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.37K
- 1.81%
$51.0 - $57.07 $69.7K - $78K
74.3K $4.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-318
- 0.44%
$59.93 - $66.52 $19.1K - $21.2K
71.4K $4.75M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-4.37K
- 2.98%
$91.37 - $101.65 $399K - $444K
142K $14.5M
MUB
Ishares National Muni Bond ETF

ETFs
-164
- 0.11%
$106.13 - $108.7 $17.4K - $17.8K
153K $16.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
-322
- 1.34%
$173.36 - $189.8 $55.8K - $61.1K
23.7K $4.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-38
- 0.35%
$523.84 - $572.02 $19.9K - $21.7K
10.9K $6.19M
IWM
Ishares Russell 2000 ETF

ETFs
-872
- 2.19%
$200.87 - $224.6 $175K - $196K
38.9K $8.59M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.24K
- 0.4%
$38.51 - $41.69 $47.6K - $51.5K
304K $12.7M
Activity Summary
Buys All Purchases 65 New Holdings 8 Increased Positions 57 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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