Savant Capital, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,362 positions
AVANTIS EMERGING MARKETS EQUITY ETF | 18.4M | $1.4B | 8.1% | $50.99 | +49.08% | 14 qtrssince 2022-Q3 | Increased 62 |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 11.4M | $1.1B | 6.1% | $58.14 | +58.57% | 19 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 26.9M | $851.6M | 4.8% | $26.44 | +17.76% | 7 qtrssince 2024-Q2 | Increased 62 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 2.4M | $812M | 4.6% | $270.03 | +23.11% | 28 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL US MARKETWIDE VALUE ETF | 15.8M | $735.1M | 4.2% | $31.74 | +45.24% | 15 qtrssince 2022-Q2 | Decreased 0 |
JPMORGAN U.S. QUALITY FACTOR ETF | 10.3M | $648M | 3.7% | $55.03 | +13.90% | 10 qtrssince 2023-Q3 | Increased 65 |
DIMENSIONAL US LARGE CAP VALUE ETF | 17.5M | $598.6M | 3.4% | $30.51 | +10.90% | 13 qtrssince 2022-Q4 | Increased 65 |
VANGUARD TOTAL BOND MARKET ETF | 8.1M | $596.6M | 3.4% | $68.91 | +5.02% | 27 qtrssince 2019-Q2 | Increased 67 |
DIMENSIONAL ETF TRUST | 16.1M | $529M | 3.0% | $29.28 | +11.13% | 12 qtrssince 2023-Q1 | Increased 69 |
VANGUARD CHARLOTTE FDS | 9.6M | $464.2M | 2.6% | $45.48 | +4.28% | 27 qtrssince 2019-Q2 | Increased 66 |
DIMENSIONAL INTERNATIONAL VALUE ETF | 8.6M | $428.6M | 2.4% | $29.68 | +64.57% | 18 qtrssince 2021-Q3 | Increased 54 |
DIMENSIONAL U.S. CORE EQUITY 2 ETF | 8M | $317.7M | 1.8% | $29.19 | +34.68% | 19 qtrssince 2021-Q2 | Increased 53 |
DIMENSIONAL U.S. TARGETED VALUE ETF | 4.8M | $287.6M | 1.6% | $43.10 | +36.71% | 19 qtrssince 2021-Q2 | Increased 49 |
DIMENSIONAL GLOBAL REAL ESTATE ETF | 10.4M | $275.8M | 1.6% | $24.90 | +4.30% | 12 qtrssince 2023-Q1 | Increased 63 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 3.7M | $231.8M | 1.3% | $48.82 | +26.77% | 28 qtrssince 2019-Q1 | Increased 51 |
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 4M | $192.5M | 1.1% | $44.03 | +6.61% | 13 qtrssince 2022-Q4 | Decreased 0 |
Apple Inc. | 705,083 | $191.7M | 1.1% | $147.31 | +84.05% | 28 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL CORE FIXED INCOME ETF | 4.3M | $184.3M | 1.0% | $39.83 | +4.63% | 12 qtrssince 2023-Q1 | Increased 67 |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 3.6M | $177.8M | 1.0% | $45.31 | +5.59% | 12 qtrssince 2023-Q1 | Increased 50 |
JPMORGAN INCOME ETF | 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 Score: 3.5/5.0.
Active quarter - 129 new positions, 78 exits, 695 increased. Top move: DFSV (INCREASED, conviction 69). Portfolio: $17.6B across 1362 positions.
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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
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