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
+17.26%
+5.75%
35,284.6
 
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
+3.33%
+2.67%
1,602.8
 
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
+16.62%
+22.31%
9,656.6
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
634,127
21,010.0
+29.67%
6.280
+1.44%
0.270
+15.50%
+7.24%
8,760.7
 
DFSV
Dimensional US Small Cap Value ETF
726,377
20,450.0
+40.72%
6.110
+1.77%
0.460
+22.54%
+0.88%
4,903.5
 
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
+18.01%
+20.36%
8,788.5
 
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
+18.84%
+15.06%
5,637.1
 
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
+19.85%
+27.62%
3,247.1
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
462,028
12,450.0
+26.31%
3.720
+0.77%
0.350
+13.13%
+18.14%
4,142.5
 
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
+2.67%
+3.66%
4,782.4
 

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
$36.38
4.81%
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
$54.15
1.86%
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
$31.08
13.80%
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
$30.82
1.85%
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
$36.03
4.86%
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
$29.47
13.52%
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
$29.81
12.11%
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
$33.27
18.10%
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
$29.40
9.99%
Add 26.31%
462,028
96,253
GBX
Greenbrier Companies Inc
2025-03-31
Reduce
Reduce
-0.60%
●
51.22 ($59.75) 70.7
$53.71
-10.11%
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

  • 1

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

Discussions on von Borstel & Associates, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.