Savant Capital, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,422 positions
AMERICAN CENTY ETF TR | 16.6M | $974M | 7.7% | $49.53 | +14.13% | 10 qtrssince 2022-Q3 | Increased 67 |
DIMENSIONAL ETF TRUST | 18M | $734.8M | 5.8% | $31.74 | +25.46% | 11 qtrssince 2022-Q2 | Decreased 0 |
AMERICAN CENTY ETF TR | 9.9M | $643M | 5.1% | $55.39 | +11.44% | 15 qtrssince 2021-Q2 | Increased 68 |
VANGUARD INDEX FDS | 2.1M | $605.1M | 4.8% | $236.13 | +20.22% | 24 qtrssince 2019-Q1 | Increased 68 |
DIMENSIONAL ETF TRUST | 15.5M | $390.6M | 3.1% | $25.34 | -4.20% | 3 qtrssince 2024-Q2 | Increased 88 |
J P MORGAN EXCHANGE TRADED F | 6.2M | $356.5M | 2.8% | $51.95 | +8.03% | 6 qtrssince 2023-Q3 | Increased 64 |
VANGUARD BD INDEX FDS | 4.6M | $329.2M | 2.6% | $67.16 | +0.63% | 23 qtrssince 2019-Q2 | Increased 61 |
DIMENSIONAL ETF TRUST | 8.8M | $305.1M | 2.4% | $28.11 | +20.91% | 15 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 8.3M | $293.8M | 2.3% | $29.25 | +14.86% | 14 qtrssince 2021-Q3 | Increased 57 |
DIMENSIONAL ETF TRUST | 5.1M | $285.7M | 2.2% | $42.97 | +26.13% | 15 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD CHARLOTTE FDS | 5.6M | $273.7M | 2.2% | $44.26 | +4.17% | 23 qtrssince 2019-Q2 | Increased 60 |
DIMENSIONAL ETF TRUST | 8.1M | $247.9M | 1.9% | $28.14 | +6.49% | 8 qtrssince 2023-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 6.8M | $205.4M | 1.6% | $29.15 | +0.14% | 9 qtrssince 2022-Q4 | Increased 70 |
APPLE INC | 766,156 | $191.9M | 1.5% | $138.30 | +79.76% | 24 qtrssince 2019-Q1 | Increased 50 |
SPDR SER TR | 2M | $179.1M | 1.4% | $67.53 | +28.93% | 21 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 325,626 | $175.5M | 1.4% | $401.76 | +31.35% | 24 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 637,420 | $131.9M | 1.0% | $133.20 | +53.23% | 20 qtrssince 2020-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.6M | $116.4M | 0.9% | $23.78 | +1.43% | 8 qtrssince 2023-Q1 | Increased 51 |
MICROSOFT CORP | 268,847 | $113.3M | 0.9% | $259.40 | +60.28% | 24 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TR | 191,370 | $112.2M | 0.9% | $481.02 | +19.49% | 24 qtrssince 2019-Q1 | Increased 57 |
Savant Capital, LLC manages $12.7B across 1422 positions as of Q4 2024. Top holdings: AVEM (7.7%), DFUV (5.8%), AVDV (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 150 new positions, 109 exits, 708 increased. Top move: DIHP (INCREASED, conviction 88). Portfolio: $12.7B across 1422 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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