Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

von Borstel & Associates, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

von Borstel & Associates, Inc. (CIK 2041065) reported $437.0M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($136.6M, 31.26%), DFGP ($82.4M, 18.85%), DFIC ($46.8M, 10.72%), DFSV ($29.1M, 6.65%), DUHP ($27.7M, 6.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$136.6M31.26%3.5MAdded
2DFGPDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF$82.4M18.85%1.5MAdded
3DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$46.8M10.72%1.3MTrimmed
4DFSVDIMENSIONAL US SMALL CAP VALUE ETF$29.1M6.65%829,409Trimmed
5DUHPDIMENSIONAL US HIGH PROFITABILITY ETF$27.7M6.34%753,339Added
6DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$17.6M4.03%518,643Trimmed
7DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF$16.7M3.82%483,300Trimmed
8DIHPDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF$15.6M3.57%484,718Trimmed
9DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF$15.5M3.54%392,404Trimmed
10DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF$11.1M2.53%230,823Added
11DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF$8.3M1.90%231,755Trimmed
12DEHPDIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF$8.3M1.89%244,222Trimmed
13DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF$4.7M1.07%176,632Added
14GBXGREENBRIER COS INC COM$2.0M0.46%38,578Hold
15AAPLAPPLE INC COM$1.4M0.31%5,422Added
16DFSUDIMENSIONAL US SUSTAINABILITY CORE 1 ETF$1.4M0.31%33,415Added
17CVXCHEVRON CORPORATION COM$1.1M0.26%5,463Added
18JPMJPMORGAN CHASE & CO COM$1.1M0.25%3,706Added
19LLYELI LILLY & CO COM$884,0000.20%962Added
20DFSBDIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF$890,0000.20%17,201Added
21DFSIDIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF$726,0000.17%17,131Added
22IBMINTERNATIONAL BUSINESS MACHS COM$609,0000.14%2,514Added
23COSTCOSTCO WHOLESALE CORPORATION COM$608,0000.14%611Added
24PCARPACCAR INC COM$618,0000.14%5,353Trimmed
25TSLATESLA INC COM$566,0000.13%1,525Added

Source: SEC Form 13F filings · as of 2026-03-31