The Analysis of von Borstel & Associates, Inc.'s Holdings
Currently, von Borstel & Associates, Inc. holds 40 types of securities in its portfolio with a total value $426.6K. In the most recent quarter, they have increased their positions in DFGP (+46.4K shares, valued at $2.5K), DFIC (+19.8K shares, valued at $680.6495669539216), DFSD (+11.3K shares, valued at $543.0124145048363); decreased their positions in MSFT (-48.3K shares, valued at $23.3K), IVV (-17.2K shares, valued at $11.8K), AAPL (-36.5K shares, valued at $9.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF3.4M shares0.37%2025-12-312026-02-12
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF1.4M shares3.46%2025-12-312026-02-12 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF1.4M shares1.45%2025-12-312026-02-12 DFSV DIMENSIONAL US SMALL CAP VALUE ETF837.4K shares1.92%2025-12-312026-02-12 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF718.4K shares1.66%2025-12-312026-02-12 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF537.3K shares0.67%2025-12-312026-02-12 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF514.1K shares0.01%2025-12-312026-02-12 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF429.8K shares0.52%2025-12-312026-02-12 DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF492.9K shares1.34%2025-12-312026-02-12 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF197.7K shares6.08%2025-12-312026-02-12 DEHP DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF264.1K shares-1.53%2025-12-312026-02-12 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF252.0K shares-1.39%2025-12-312026-02-12 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF171.3K shares5.44%2025-12-312026-02-12 GBX GREENBRIER COS INC COM38.6K shares0.00%2025-12-312026-02-12 AAPL APPLE INC COM5.1K shares-87.75%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO COM3.7K shares-54.91%2025-12-312026-02-12 DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF24.4K shares-3.95%2025-12-312026-02-12 LLY ELI LILLY & CO COM957 shares-51.30%2025-12-312026-02-12 CVX CHEVRON CORPORATION COM5.4K shares-41.83%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS COM2.5K shares-51.33%2025-12-312026-02-12 TSLA TESLA INC COM1.5K shares-49.79%2025-12-312026-02-12 PCAR PACCAR INC COM5.8K shares-70.58%2025-12-312026-02-12 DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF13.1K shares0.79%2025-12-312026-02-12 IVV ISHARES CORE S&P 500 ETF768 shares-95.73%2025-12-312026-02-12 COST COSTCO WHOLESALE CORPORATION COM607 shares-87.38%2025-12-312026-02-12 DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF9.4K shares17.94%2025-12-312026-02-12 MSFT MICROSOFT CORP COM712 shares-98.55%2025-12-312026-02-12 SHOP SHOPIFY INC CL A SUB VTG SHS1.9K shares0.16%2025-12-312026-02-12 MA MASTERCARD INCORPORATED CL A503 shares-51.77%2025-12-312026-02-12 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF2.6K shares0.04%2025-12-312026-02-12 WFC WELLS FARGO & CO COM3.0K shares-67.69%2025-12-312026-02-12 NKE NIKE INC CL B3.9K shares0.00%2025-12-312026-02-12 PG PROCTER & GAMBLE CO COM1.6K shares-82.23%2025-12-312026-02-12 HD HOME DEPOT INC COM616 shares-78.45%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available