J. Bradley Cox

@Diversified Portfolios, Inc.

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$890.034M

Total holdings139

Assets growth rate17.26%

Assets growth rate (2-Q avg)12.05%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversified Portfolios, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Diversified Portfolios, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 890.034M in assets, with a quarterly growth rate of 17.26% and a 2-quarter average growth rate of 12.05%. The portfolio is managed by J. Bradley Cox, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AVEMAvantis Emerging Markets Eq Etf Recent Activity Increased 16.49%	2.3%	$20.421M 316,120 shares@ $64.6 avg price	Increased 16.49%
DFSDDimensional Short-duration Fixed Inc Etf Recent Activity Increased 981.88%	2.26%	$20.108M 421,197 shares@ $47.74 avg price	Increased 981.88%
REETIshares Global Reit Etf Recent Activity Increased 6.73%	2.15%	$19.128M 716,691 shares@ $26.7 avg price	Increased 6.73%
DFAEDfa Core Emerging Mkt Etf Recent Activity Increased 2.68%	2.1%	$18.677M 681,396 shares@ $27.42 avg price	Increased 2.68%
IWVRussell 3000 Recent Activity Decreased -0.15%	1.99%	$17.64M 53,989 shares@ $326.74 avg price	Decreased -0.15%
MUBIshares National Muni Bond Etf Recent Activity Decreased -0.1%	1.88%	$16.648M 153,258 shares@ $108.64 avg price	Decreased -0.1%
ESGVVanguard Esg U.s. Stock Etf Recent Activity Decreased -2.97%	1.63%	$14.461M 142,260 shares@ $101.65 avg price	Decreased -2.97%
DFLVDimensional Us Large Cap Value Etf Recent Activity Increased 23.47%	1.59%	$14.108M 457,913 shares@ $30.82 avg price	Increased 23.47%
VTHRVanguard Russell 3000 Etf Recent Activity Decreased -0.22%	1.49%	$13.238M 52,187 shares@ $253.67 avg price	Decreased -0.22%
DFUVDfa Tax-managed Us Marketwide Value Ii Recent Activity Decreased -0.4%	1.43%	$12.694M 304,492 shares@ $41.69 avg price	Decreased -0.4%