vB

von Borstel & Associates, Inc.

13F
von Borstel & Associates, Inc.
Last update 2025-04-29 148 Stocks (110 new)
Value $335.00 Mil Turnover 25 %
Countries:
Top Holdings: DFAC(29.94%)DFGP(18.57%)DFIC(11.26%)DUHP(6.28%)DFSV(6.11%)
Summary Stock Picks Current Portfolio
von Borstel & Associates, Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
3,038,167
100,230.0
+33.40%
29.940
+7.50%
0.320
+18.56%
+5.98%
35,706.4
 
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
1,163,407
62,160.0
+31.31%
18.570
+4.43%
4.320
+2.84%
+3.15%
1,656.6
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
1,357,717
37,700.0
+26.17%
11.260
+2.34%
0.450
+10.99%
+21.17%
9,790.6
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
634,127
21,010.0
+29.67%
6.280
+1.44%
0.270
+15.42%
+7.01%
8,862.8
 
DFSV
Dimensional US Small Cap Value ETF
726,377
20,450.0
+40.72%
6.110
+1.77%
0.460
+19.24%
+0.06%
4,961.9
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
510,919
13,390.0
+33.36%
4.000
+1.00%
0.180
+13.55%
+19.99%
8,979.3
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
499,397
13,210.0
+30.29%
3.950
+0.92%
0.270
+17.12%
+16.23%
5,774.5
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
441,353
12,850.0
+25.41%
3.840
+0.78%
0.470
+13.23%
+26.31%
3,309.0
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
462,028
12,450.0
+26.31%
3.720
+0.77%
0.350
+7.76%
+16.47%
4,162.4
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
161,394
7,670.0
+30.16%
2.290
+0.53%
0.170
+1.29%
+2.33%
4,902.5
 

von Borstel & Associates, Inc.'s Historical Top Holdings Breakdowns

von Borstel & Associates, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+7.50%
●
32.42 ($34.71) 36.1
$36.66
5.62%
Add 33.4%
3,038,167
760,676
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
2025-03-31
Add
Add
+4.43%
●
52.15 ($53.16) 53.93
$54.49
2.50%
Add 31.31%
1,163,407
277,387
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+2.34%
●
25.54 ($27.31) 28.8
$31.31
14.65%
Add 26.17%
1,357,717
281,608
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+1.77%
●
27.56 ($30.26) 32.1
$30.80
1.78%
Add 40.72%
726,377
210,186
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+1.44%
●
32.57 ($34.36) 35.83
$36.16
5.24%
Add 29.67%
634,127
145,102
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+1.00%
●
24.45 ($25.96) 27.21
$29.83
14.91%
Add 33.36%
510,919
127,794
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.92%
●
25.35 ($26.59) 27.46
$30.44
14.48%
Add 30.29%
499,397
116,087
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
Add
Add
+0.78%
●
26.08 ($28.17) 30.23
$33.56
19.13%
Add 25.41%
441,353
89,438
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2025-03-31
Add
Add
+0.77%
●
25.1 ($26.73) 27.85
$29.39
9.93%
Add 26.31%
462,028
96,253
GBX
Greenbrier Companies Inc
2025-03-31
Reduce
Reduce
-0.60%
●
51.22 ($59.75) 70.7
$48.71
-18.48%
Reduce -95.23%
1,252
-25,000

von Borstel & Associates, Inc. Total Holding History ($B)

To

von Borstel & Associates, Inc.'s Asset Allocation

To

von Borstel & Associates, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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von Borstel & Associates, Inc.'s Hypothetical Growth since 2025-03-31

von Borstel & Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

von Borstel & Associates, Inc.'s Holdings Heat Map

Size field:

von Borstel & Associates, Inc.'s Holdings Bubble Chart

von Borstel & Associates, Inc. News

  • 1

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