DOSSIER · 13F-HR · Q1 2026

von Borstel & Associates, Inc.

$437M in tracked AUM across 42 positions as of Q1 2026.

VB
CIK 0002041065 · last filed Mar 31, 2026
Total AUM
$437M
as of Q1 2026
Holdings
42
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

von Borstel & Associates, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
$137M3.5M31.3%
02
DFGP
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
$82M1.5M18.9%
03
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
$47M1.3M10.7%
04
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
$29M829K6.7%
05
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
$28M753K6.3%
06
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
$18M519K4.0%
07
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
$17M483K3.8%
08
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
$16M485K3.6%
09
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
$15M392K3.5%
10
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
$11M231K2.5%

Filing history

2026Q1Mar 31
$437M 2.4%
42 positionsView →
2025Q4Dec 31
$427M 16.5%
40 positionsView →
2025Q3Sep 30
$511M 34.7%
93 positionsView →
2025Q2Jun 30
$379M 16.6%
40 positionsLocked
2025Q1Mar 31
$325M 27.4%
80 positionsLocked
2024Q4Dec 31
$255M 44.7%
38 positionsLocked
2024Q3Sep 30
$177M
36 positionsLocked