Savant Capital, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,227 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AVANTIS EMERGING MARKETS EQ | 17.8M | $1.2B | 8.8% | $50.89 | +32.06% | 12 qtrssince 2022-Q3 | Increased 62 |
AVANTIS INTL S/C VALUE ETF | 10.9M | $866.4M | 6.2% | $57.80 | +34.38% | 17 qtrssince 2021-Q2 | Increased 63 |
DIMENSIONAL ETF TRUST | 23.8M | $702.5M | 5.0% | $26.41 | +10.44% | 5 qtrssince 2024-Q2 | Increased 70 |
DIMENSIONAL US MARKETWIDE VA | 16.3M | $688.8M | 4.9% | $32.00 | +30.70% | 13 qtrssince 2022-Q2 | Decreased 0 |
JPMORGAN US QUALITY FACTOR | 8.3M | $500.5M | 3.6% | $53.63 | +10.54% | 8 qtrssince 2023-Q3 | Increased 66 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $494.6M | 3.6% | $244.90 | +22.79% | 26 qtrssince 2019-Q1 | Increased 65 |
VANGUARD TOTAL BOND MARKET | 6M | $444.7M | 3.2% | $67.84 | +3.65% | 25 qtrssince 2019-Q2 | Increased 67 |
DIMENSIONAL ETF TRUST | 13.1M | $405.6M | 2.9% | $29.86 | +2.70% | 11 qtrssince 2022-Q4 | Increased 71 |
DIMENSIONAL INTERNATIONAL VA | 8.5M | $364.3M | 2.6% | $30.21 | +39.95% | 16 qtrssince 2021-Q3 | Increased 54 |
DIMENSIONAL ETF TRUST | 11.7M | $343.7M | 2.5% | $28.48 | +2.59% | 10 qtrssince 2023-Q1 | Increased 65 |
VANGUARD TOTAL INTL BOND ETF | 6.7M | $333.4M | 2.4% | $44.89 | +5.29% | 25 qtrssince 2019-Q2 | Increased 59 |
DIMENSIONAL US CORE EQUITY 2 | 7.2M | $259.4M | 1.9% | $28.17 | +26.09% | 17 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL US TARGET VALUE | 4.8M | $258.4M | 1.9% | $43.12 | +24.06% | 17 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 6.7M | $178.6M | 1.3% | $24.58 | +5.26% | 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 FTSE DEVELOPED ETF | 2.8M | $159.3M | 1.1% | $45.93 | +21.11% | 26 qtrssince 2019-Q1 | Increased 54 |
VANGUARD SHORT-TERM TIPS | 3.1M | $158.2M | 1.1% | $46.48 | +4.29% | 10 qtrssince 2023-Q1 | Increased 56 |
SPDR PORTFOLIO S&P 500 GROWT | 1.6M | $156.6M | 1.1% | $67.42 | +40.19% | 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% | $156.89 | +30.15% | 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 Rating: 4/5.0.
Active quarter - 212 new positions, 59 exits, 650 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
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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