von Borstel & Associates, Inc.
Annual return '25
-21.3%
SPY '25
+17.7%
Alpha
-39.0ptsvs SPY
Invested
$874K
Holdings
42
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
Held since at least Q1 2024
31.3%
02
$DFGP
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
Held since at least Q1 2024
18.9%
03
$DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Held since at least Q1 2024
10.7%
04
$DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
Held since at least Q1 2024
6.7%
05
$DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
Held since at least Q1 2024
6.3%
06
$DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
Held since at least Q1 2024
4.0%
07
$DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
Held since at least Q1 2024
3.8%
08
$DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
Held since at least Q1 2024
3.6%
09
$DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
Held since at least Q1 2024
3.5%
10
$DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:21 UTC.