account_balance

Investment manager · 13F filer · SEC CIK 2041065

von Borstel & Associates, Inc.

Reported value$491Mas of Sep 30, 2026
Positions45 4 new, 3 sold out
Top 10 weight90.7%DFAC alone is 32%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC U.S. Core Equity 2 Portfolio: ETF Class Shares 31.8% Held
DFGP Dimensional Global Core Plus Fixed Income ETF 17.3% Held
DFIC Dimensional International Core Equity 2 ETF 10.7% Added +2%
DUHP U.S. High Relative Profitability Portfolio: ETF Class Shares 6.6% Held
DFSV U.S. Small Cap Value Portfolio: ETF Class Shares 6.4% Held
DFEM Dimensional Emerging Markets Core Equity 2 ETF 4.0% Added +4%
DFAX Dimensional World Ex U.S. Core Equity 2 ETF 3.9% Held
DISV Dimensional International Small Cap Value ETF 3.7% Held
DIHP Dimensional International High Profitability ETF 3.6% Added +2%
DFSD Dimensional Short-Duration Fixed Income ETF 2.6% Added +21%
DFEV Dimensional Emerging Markets Value ETF 2.0% Added +4%
DEHP Dimensional Emerging Markets High Profitability ETF 2.0% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFSD +21%
  • DEHP +6%
  • DFEM +4%
  • DFEV +4%
arrow_downwardTrimmed
  • DFSB −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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