Savant Capital, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,362 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AVANTIS EMERGING MARKETS EQ | 18.4M | $1.4B | 8.1% | $51.70 | +49.36% | 14 qtrssince 2022-Q3 | Increased 62 |
AVANTIS INTL S/C VALUE ETF | 11.4M | $1.1B | 6.1% | $59.30 | +59.26% | 19 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 26.9M | $851.6M | 4.8% | $26.94 | +18.13% | 7 qtrssince 2024-Q2 | Increased 62 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.4M | $812M | 4.6% | $271.94 | +24.24% | 28 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL US MARKETWIDE VA | 15.8M | $735.1M | 4.2% | $32.00 | +46.67% | 15 qtrssince 2022-Q2 | Decreased 0 |
JPMORGAN US QUALITY FACTOR | 10.3M | $648M | 3.7% | $55.42 | +14.99% | 10 qtrssince 2023-Q3 | Increased 65 |
DIMENSIONAL ETF TRUST | 17.5M | $598.6M | 3.4% | $30.78 | +12.04% | 13 qtrssince 2022-Q4 | Increased 65 |
VANGUARD TOTAL BOND MARKET | 8.1M | $596.6M | 3.4% | $68.91 | +5.02% | 27 qtrssince 2019-Q2 | Increased 67 |
DIMENSIONAL ETF TRUST | 16.1M | $529M | 3.0% | $29.63 | +12.09% | 12 qtrssince 2023-Q1 | Increased 69 |
VANGUARD TOTAL INTL BOND ETF | 9.6M | $464.2M | 2.6% | $45.71 | +4.28% | 27 qtrssince 2019-Q2 | Increased 66 |
DIMENSIONAL INTERNATIONAL VA | 8.6M | $428.6M | 2.4% | $30.38 | +64.92% | 18 qtrssince 2021-Q3 | Increased 54 |
DIMENSIONAL US CORE EQUITY 2 | 8M | $317.7M | 1.8% | $29.29 | +36.24% | 19 qtrssince 2021-Q2 | Increased 53 |
DIMENSIONAL US TARGET VALUE | 4.8M | $287.6M | 1.6% | $43.27 | +39.01% | 19 qtrssince 2021-Q2 | Increased 49 |
DIMENSIONAL ETF TRUST | 10.4M | $275.8M | 1.6% | $25.31 | +5.15% | 12 qtrssince 2023-Q1 | Increased 63 |
VANGUARD FTSE DEVELOPED ETF | 3.7M | $231.8M | 1.3% | $49.27 | +27.43% | 28 qtrssince 2019-Q1 | Increased 51 |
DIMENSIONAL ETF TRUST | 4M | $192.5M | 1.1% | $44.03 | +6.61% | 13 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 705,083 | $191.7M | 1.1% | $162.12 | +67.23% | 28 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.3M | $184.3M | 1.0% | $39.83 | +4.63% | 12 qtrssince 2023-Q1 | Increased 67 |
VANGUARD SHORT-TERM TIPS | 3.6M | $177.8M | 1.0% | $46.83 | +5.63% | 12 qtrssince 2023-Q1 | Increased 50 |
J P MORGAN EXCHANGE TRADED F | 3.5M | $163.5M | 0.9% | $41.93 | +6.91% | 10 qtrssince 2023-Q3 | Increased 43 |
Savant Capital, LLC manages $17.6B across 1362 positions as of Q4 2025. Top holdings: AVEM (8.1%), AVDV (6.1%), DIHP (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 129 new positions, 78 exits, 695 increased. Top move: DFSV (INCREASED, conviction 69). Portfolio: $17.6B across 1362 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