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 High Dividend ETF | ETF | 51 | $2,394,575 | 21,451 | 0.00 | 0.00 | 80 | 0.37 | 12-31-2023 |
| Vanguard Small Cap Value | ETF | 52 | $2,312,552 | 12,850 | 0.00 | 0.00 | -8,601 | -40.10 | 12-31-2023 |
| Avantis US Small Cap Value ETF | ETF | 53 | $2,283,704 | 25,431 | 0.00 | 0.00 | 8,882 | 53.67 | 12-31-2023 |
| iShares Core S&P Small-Cap ETF | ETF | 54 | $2,198,125 | 20,306 | 0.00 | 0.00 | 1,846 | 10.00 | 12-31-2023 |
