Savant Capital, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,227 positions
AMERICAN CENTY ETF TR | 17.8M | $1.2B | 8.8% | $50.18 | +32.75% | 12 qtrssince 2022-Q3 | Increased 62 |
AMERICAN CENTY ETF TR | 10.9M | $866.4M | 6.2% | $56.66 | +35.20% | 17 qtrssince 2021-Q2 | Increased 63 |
DIMENSIONAL ETF TRUST | 23.8M | $702.5M | 5.0% | $25.92 | +10.99% | 5 qtrssince 2024-Q2 | Increased 70 |
DIMENSIONAL ETF TRUST | 16.3M | $688.8M | 4.9% | $31.74 | +30.76% | 13 qtrssince 2022-Q2 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 8.3M | $500.5M | 3.6% | $53.32 | +11.00% | 8 qtrssince 2023-Q3 | Increased 66 |
VANGUARD INDEX FDS | 1.6M | $494.6M | 3.6% | $243.07 | +23.28% | 26 qtrssince 2019-Q1 | Increased 65 |
VANGUARD BD INDEX FDS | 6M | $444.7M | 3.2% | $67.84 | +3.65% | 25 qtrssince 2019-Q2 | Increased 67 |
DIMENSIONAL ETF TRUST | 13.1M | $405.6M | 2.9% | $29.65 | +2.62% | 11 qtrssince 2022-Q4 | Increased 71 |
DIMENSIONAL ETF TRUST | 8.5M | $364.3M | 2.6% | $29.52 | +40.36% | 16 qtrssince 2021-Q3 | Increased 54 |
DIMENSIONAL ETF TRUST | 11.7M | $343.7M | 2.5% | $28.21 | +2.30% | 10 qtrssince 2023-Q1 | Increased 65 |
VANGUARD CHARLOTTE FDS | 6.7M | $333.4M | 2.4% | $44.66 | +5.29% | 25 qtrssince 2019-Q2 | Increased 59 |
DIMENSIONAL ETF TRUST | 7.2M | $259.4M | 1.9% | $28.11 | +25.97% | 17 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.8M | $258.4M | 1.9% | $42.97 | +23.21% | 17 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 6.7M | $178.6M | 1.3% | $24.25 | +5.40% | 10 qtrssince 2023-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 3.6M | $172.1M | 1.2% | $43.71 | +4.64% | 11 qtrssince 2022-Q4 | Increased 57 |
VANGUARD TAX-MANAGED INTL FD | 2.8M | $159.3M | 1.1% | $45.47 | +21.57% | 26 qtrssince 2019-Q1 | Increased 54 |
VANGUARD MALVERN FDS | 3.1M | $158.2M | 1.1% | $44.96 | +4.35% | 10 qtrssince 2023-Q1 | Increased 56 |
SPDR SER TR | 1.6M | $156.6M | 1.1% | $67.53 | +40.22% | 23 qtrssince 2019-Q4 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 3.2M | $148.1M | 1.1% | $41.70 | +4.06% | 8 qtrssince 2023-Q3 | Increased 60 |
APPLE INC | 683,628 | $140.3M | 1.0% | $141.22 | +44.59% | 26 qtrssince 2019-Q1 | Increased 50 |
Savant Capital, LLC manages $13.9B across 1227 positions as of Q2 2025. Top holdings: AVEM (8.8%), AVDV (6.2%), DIHP (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 211 new positions, 58 exits, 651 increased. Top move: DFLV (INCREASED, conviction 71). Portfolio: $13.9B across 1227 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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