Greenspring Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 24, 2024), Greenspring Advisors, LLC reported 83 stock positions worth $400.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 57.6% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 12.8%) and Dimensional International (DFIC, 3.6%). Compared with Q4 2023, it opened 8 new positions, sold out of 5, added to 18 and reduced 11. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +34%) and the biggest sale an exit from Weis Markets (WMK).

Most Recent 13F
Q2 2026
Location
Towson, MD
CIK
0001922200
Portfolio Value
$400.4M (Q1 2024)
SEC Filing
0001922200-24-000002 ↗ filed Apr 24, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $400.4M $400.4M Q1 2024 Q2 2024: $415.4M Q2 2024 Q3 2024: $458.1M Q3 2024 Q4 2024: $458.3M Q4 2024 Q1 2025: $421.5M Q1 2025 Q3 2025: $565.5M Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.8B Q2 2026

Holdings 83 stocks · $400.4M

DFAC Dimensional US Core Equity 2 57.62% 7,221,640 $230.7M Add +1.9%
DFAX Dimensional World Ex US Core 12.81% 2,016,003 $51.3M Add +2.9%
DFIC Dimensional International Co. 3.55% 531,804 $14.2M Add +22.2%
AGG iShares Core U.S. Aggregate 3.54% 144,886 $14.2M Add +33.6%
AVUS Avantis U.S. Equity ETF 2.41% 107,759 $9.6M Add +2.0%
DFEM Dimensional Emrg MRKT Core 1.81% 284,338 $7.2M Add +34.6%
DFSI Dimensional Int Sus COR1 ETF 1.72% 204,413 $6.9M No change
AAPL Apple Inc. 1.48% 34,492 $5.9M Reduce -3.1%
VTI VG Morningstar TS MKT ETF-US 1.37% 21,110 $5.5M Reduce -11.8%
BND Vanguard Total Bond Market 1.33% 73,072 $5.3M Add +7.4%
DFSE Dimensional Em Sus CORE1 ETF 1.07% 133,416 $4.3M No change
MUB iShares National Muni Bond E 0.54% 20,005 $2.2M No change
MSFT Microsoft Corp. 0.50% 4,717 $2.0M Reduce -2.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.47% 15,426 $1.9M No change
IDEV iShares Core MSCI Dev MKTS 0.46% 27,476 $1.8M No change
AMGN Amgen Inc. 0.45% 6,400 $1.8M No change
AVLV Avantis US Large Cap Value 0.45% 28,224 $1.8M Add +139.0%
IWF iShares Russell 1000 Growth 0.43% 5,125 $1.7M Add +13.3%
SHV iShares 0-1 Year Treasury Bo 0.42% 15,088 $1.7M Reduce -1.5%
IAGG iShares Intl Aggregate Bond 0.37% 29,428 $1.5M Reduce -0.2%
SUB iShares Short-Term National 0.37% 14,001 $1.5M No change
IVV iShares Core S&P 500 ETF 0.33% 2,513 $1.3M No change
DFUV Dimensional US Marketwide Va 0.32% 31,511 $1.3M No change
VIG Vanguard Dividend Apprec ETF 0.28% 6,203 $1.1M Add +22.0%
SGOV iShares 0-3 Month Treasury B 0.28% 11,126 $1.1M Add +96.1%
REET iShares Global REIT ETF 0.26% 43,189 $1.0M Reduce -16.1%
LLY Eli Lilly & Co. 0.25% 1,300 $1.0M No change
AVUV Avantis US Small Cap Value 0.25% 10,627 $996K Add +117.1%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 2,359 $992K Add +26.9%
ESGV Vanguard ESG US Stock ETF 0.19% 8,198 $764K No change
DFAI Dimensional International Co. 0.19% 25,053 $757K Add +211.5%
AMZN Amazon.com Inc. 0.17% 3,874 $699K Reduce -6.0%
NVDA Nvidia Corp. 0.16% 731 $661K New
VCSH Vanguard S/T Corp. Bond ETF 0.16% 8,077 $624K Add +1.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.15% 6,371 $585K Reduce -6.3%
SHY iShares 1-3 Year Treasury Bo 0.14% 6,779 $554K No change
VUSB Vanguard Ultra Short Bond Et 0.14% 11,059 $548K Add +8.9%
DFAS Dimensional US Small Cap ETF 0.13% 8,448 $527K New
AVES Avantis Emerging Markets Val 0.12% 10,341 $490K Add +132.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 2,018 $484K No change
KO The Coca-Cola Co. 0.12% 7,650 $468K No change
DFAT Dimensional US Target Value 0.12% 8,549 $465K No change
IJS iShares S&P Small-Cap 600 Va 0.11% 4,450 $457K No change
DFSU Dimensional US Sus CORE1 ETF 0.11% 12,767 $439K No change
VCIT Vanguard Int-Term Corporate 0.11% 5,440 $438K Add +103.4%
DFAU Dimensional US Core Equity M 0.11% 11,761 $430K Reduce -86.3%
DINO HF Sinclair Corp. 0.10% 6,368 $384K No change
DFUS Dimensional US Eq MKT ETF 0.09% 6,500 $370K New
IWD iShares Russell 1000 Value E 0.09% 2,040 $365K No change
TT Trane Technologies PLC 0.08% 1,050 $315K No change
LWLG Lightwave Logic Inc. 0.08% 66,725 $312K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 900 $310K No change
IJH iShares Core S&P Midcap ETF 0.08% 4,955 $301K No change
COF Capital One Financial Corp. 0.07% 2,018 $300K No change
QQQ Invesco QQQ Trust Series 1 0.07% 671 $298K No change
AON Aon PLC Class A 0.07% 870 $290K No change
ORCL Oracle Corp. 0.07% 2,246 $282K No change
COST Costco Wholesale Corp. 0.07% 377 $276K No change
ACN Accenture PLC Class A 0.07% 770 $267K No change
ACNB Acnb Corp. 0.07% 7,022 $264K No change
DGX Quest Diagnostics Inc. 0.06% 1,918 $255K No change
TIP iShares Tips Bond ETF 0.06% 2,346 $252K No change
IWB iShares Russell 1000 ETF 0.06% 854 $246K No change
AVDE Avantis International Equity 0.06% 3,858 $246K No change
JNJ Johnson & Johnson 0.06% 1,548 $245K No change
PG The Procter & Gamble Co. 0.06% 1,507 $245K No change
VGIT Vanguard Intermediate-Term T 0.06% 3,971 $233K No change
STIP iShares 0-5 Year Tips Bond E 0.06% 2,285 $227K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,386 $226K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.06% 4,359 $221K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 873 $218K No change
DFIV Dimensional International Va 0.05% 5,850 $215K New
DFAW Dimensional World Eqty ETF 0.05% 3,625 $214K New
DFAE Dimensional Emerging Core Eq 0.05% 8,662 $214K No change
JPM JPMorgan Chase & Co. 0.05% 1,065 $213K New
BNDX Vanguard Total Intl Bond ETF 0.05% 4,316 $212K No change
MLPA Global X MLP ETF 0.05% 4,400 $212K New
IEI iShares 3-7 Year Treasury Bo 0.05% 1,823 $211K No change
COP Conocophillips 0.05% 1,647 $210K Reduce -5.6%
IEMG iShares Core MSCI Emerging 0.05% 3,906 $202K Reduce -6.4%
LOW Lowe's Cos Inc. 0.05% 790 $201K New
PL Planet Labs PBC 0.01% 16,662 $42K No change
NB Niocorp Developments Ltd. 0.01% 11,900 $32K No change

Portfolio Sells Q4 2023 → Q1 2024

WMK Weis Markets Inc. Sold out 0.00% −0.76
DFAU Dimensional US Core Equity M Reduce -86.3% 0.11% −0.68
AAPL Apple Inc. Reduce -3.1% 1.48% −0.41
DFCF Dimensional Core Fixed Inc. Sold out 0.00% −0.26
VTI VG Morningstar TS MKT ETF-US Reduce -11.8% 1.37% −0.19
REET iShares Global REIT ETF Reduce -16.1% 0.26% −0.09
DFAR Dimensional US Real Est ETF Sold out 0.00% −0.09
UNP Union Pacific Corp. Sold out 0.00% −0.06
META Meta Platforms Inc. Class A Sold out 0.00% −0.06
SHV iShares 0-1 Year Treasury Bo Reduce -1.5% 0.42% −0.05
IAGG iShares Intl Aggregate Bond Reduce -0.2% 0.37% −0.04
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -6.3% 0.15% −0.03
IEMG iShares Core MSCI Emerging Reduce -6.4% 0.05% −0.01
MSFT Microsoft Corp. Reduce -2.6% 0.50% −0.01
COP Conocophillips Reduce -5.6% 0.05% −0.00
AMZN Amazon.com Inc. Reduce -6.0% 0.17% +0.00

Portfolio Buys Q4 2023 → Q1 2024

AGG iShares Core U.S. Aggregate Add +33.6% 3.54% +0.58
DFAC Dimensional US Core Equity 2 Add +1.9% 57.62% +0.57
DFIC Dimensional International Co. Add +22.2% 3.55% +0.49
DFEM Dimensional Emrg MRKT Core Add +34.6% 1.81% +0.36
AVLV Avantis US Large Cap Value Add +139.0% 0.45% +0.27
NVDA Nvidia Corp. New 0.16% +0.16
DFAS Dimensional US Small Cap ETF New 0.13% +0.13
AVUV Avantis US Small Cap Value Add +117.1% 0.25% +0.13
DFAI Dimensional International Co. Add +211.5% 0.19% +0.13
SGOV iShares 0-3 Month Treasury B Add +96.1% 0.28% +0.12
DFUS Dimensional US Eq MKT ETF New 0.09% +0.09
AVES Avantis Emerging Markets Val Add +132.4% 0.12% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +26.9% 0.25% +0.07
DFIV Dimensional International Va New 0.05% +0.05
DFAW Dimensional World Eqty ETF New 0.05% +0.05
IWF iShares Russell 1000 Growth Add +13.3% 0.43% +0.05
JPM JPMorgan Chase & Co. New 0.05% +0.05
MLPA Global X MLP ETF New 0.05% +0.05
LOW Lowe's Cos Inc. New 0.05% +0.05
VCIT Vanguard Int-Term Corporate Add +103.4% 0.11% +0.05
VIG Vanguard Dividend Apprec ETF Add +22.0% 0.28% +0.04
AVUS Avantis U.S. Equity ETF Add +2.0% 2.41% +0.04
VUSB Vanguard Ultra Short Bond Et Add +8.9% 0.14% −0.00
VCSH Vanguard S/T Corp. Bond ETF Add +1.9% 0.16% −0.01
BND Vanguard Total Bond Market Add +7.4% 1.33% −0.05
DFAX Dimensional World Ex US Core Add +2.9% 12.81% −0.37

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 355$1.8BDFAC, DFIC, AGG, DFEM, DFAX
Q1 2026 318$1.6BDFAC, DFIC, AGG, DFEM, DFAX
Q4 2025 281$1.6BDFAC, DFIC, AGG, DFEM, DFAX
Q3 2025 115$565.5MDFAC, DFAX, AGG, DFIC, AVUS
Q1 2025 99$421.5MDFAC, DFAX, AGG, DFIC, AVUS
Q4 2024 98$458.3MDFAC, DFAX, AGG, DFIC, AVUS
Q3 2024 97$458.1MDFAC, DFAX, AGG, DFIC, DFEM
Q2 2024 83$415.4MDFAC, DFAX, AGG, DFIC, AVUS
Q1 2024 83$400.4MDFAC, DFAX, DFIC, AGG, AVUS