Savant Capital, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,072 positions
AMERICAN CENTY ETF TR | 17.6M | $1.1B | 9.0% | $50.03 | +15.63% | 11 qtrssince 2022-Q3 | Increased 66 |
AMERICAN CENTY ETF TR | 10.7M | $744.4M | 6.3% | $56.19 | +17.72% | 16 qtrssince 2021-Q2 | Increased 67 |
DIMENSIONAL ETF TRUST | 16.9M | $694.9M | 5.9% | $31.74 | +26.86% | 12 qtrssince 2022-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 20.8M | $560.8M | 4.7% | $25.50 | +1.92% | 4 qtrssince 2024-Q2 | Increased 74 |
J P MORGAN EXCHANGE TRADED F | 7.3M | $410M | 3.5% | $52.46 | +5.79% | 7 qtrssince 2023-Q3 | Increased 66 |
VANGUARD INDEX FDS | 1.4M | $398.4M | 3.4% | $236.13 | +14.41% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD BD INDEX FDS | 5.2M | $378.7M | 3.2% | $67.42 | +3.03% | 24 qtrssince 2019-Q2 | Increased 64 |
DIMENSIONAL ETF TRUST | 8.4M | $331.1M | 2.8% | $29.38 | +27.32% | 15 qtrssince 2021-Q3 | Increased 54 |
VANGUARD CHARLOTTE FDS | 6.1M | $295.4M | 2.5% | $44.40 | +3.77% | 24 qtrssince 2019-Q2 | Increased 58 |
DIMENSIONAL ETF TRUST | 9.4M | $286.1M | 2.4% | $29.34 | +1.71% | 10 qtrssince 2022-Q4 | Increased 69 |
DIMENSIONAL ETF TRUST | 9.3M | $261.9M | 2.2% | $28.05 | -2.03% | 9 qtrssince 2023-Q1 | Increased 61 |
DIMENSIONAL ETF TRUST | 4.9M | $251.2M | 2.1% | $42.97 | +17.04% | 16 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 7.6M | $249.5M | 2.1% | $28.11 | +15.60% | 16 qtrssince 2021-Q2 | Decreased 0 |
APPLE INC | 653,344 | $145.1M | 1.2% | $138.30 | +59.63% | 25 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 5.4M | $142.5M | 1.2% | $23.96 | +3.74% | 9 qtrssince 2023-Q1 | Increased 56 |
SPDR SERIES TRUST | 1.8M | $142.4M | 1.2% | $67.53 | +18.06% | 22 qtrssince 2019-Q4 | Decreased 0 |
DIMENSIONAL ETF TRUST | 3M | $141.1M | 1.2% | $43.28 | +3.66% | 10 qtrssince 2022-Q4 | Increased 60 |
VANGUARD MALVERN FDS | 2.7M | $133.8M | 1.1% | $44.63 | +4.17% | 9 qtrssince 2023-Q1 | Increased 58 |
VANGUARD TAX-MANAGED FDS | 2.4M | $124.5M | 1.1% | $44.08 | +10.90% | 25 qtrssince 2019-Q1 | Increased 54 |
VANGUARD INDEX FDS | 241,688 | $124.2M | 1.1% | $401.76 | +25.71% | 25 qtrssince 2019-Q1 | Decreased 0 |
Savant Capital, LLC manages $11.8B across 1072 positions as of Q1 2025. Top holdings: AVEM (9.0%), AVDV (6.3%), DFUV (5.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 58 new positions, 403 exits, 230 increased. Top move: DIHP (INCREASED, conviction 74). Portfolio: $11.8B across 1072 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR