Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIVERSIFIED PORTFOLIOS INC | 01-29-2024 | 12-31-2023 | 124 | 635,531,245 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Intl Etf | ETF | 101 | $704,852 | 12,161 | 0.00 | 0.00 | -2,179 | -15.20 | 12-31-2023 |
| Visa Inc Cl A | COM | 102 | $697,057 | 2,677 | 0.00 | 0.00 | -9 | -0.34 | 12-31-2023 |
| Accenture Plc Cl A | COM | 103 | $644,271 | 1,836 | 0.00 | 0.00 | -21 | -1.13 | 12-31-2023 |
| DFA U.S. Equity ETF | ETF | 104 | $640,256 | 12,353 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
