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Diversified Portfolios, Inc.: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversified Portfolios, Inc. on DFAU, newest first. How the timeline and the estimate are built.

Diversified Portfolios, Inc. held 162,068 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,068 shares
    Change vs previous 13F -871 shares

    0.61% of the 13F portfolio, value $8,377,306.

    13F-HR 0000905729-26-000142 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 162,939 shares
    Change vs previous 13F -3,820 shares

    0.6% of the 13F portfolio, value $7,351,808.

    13F-HR 0000905729-26-000095 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 166,759 shares
    Change vs previous 13F -1,059 shares

    0.65% of the 13F portfolio, value $7,804,321.

    13F-HR 0000905729-26-000035 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 167,818 shares
    Change vs previous 13F -8,914 shares

    0.68% of the 13F portfolio, value $7,679,352.

    13F-HR 0000905729-25-000183 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 176,732 shares
    Change vs previous 13F -5,580 shares

    0.71% of the 13F portfolio, value $7,486,368.

    13F-HR 0000905729-25-000138 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 182,312 shares
    Change vs previous 13F +7,442 shares

    0.74% of the 13F portfolio, value $7,008,073.

    13F-HR 0000905729-25-000079 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 174,870 shares
    Change vs previous 13F -4,206 shares

    0.77% of the 13F portfolio, value $7,080,486.

    13F-HR 0000905729-25-000021 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 179,076 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,107,526.

    13F-HR 0000905729-24-000164 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).