Greenspring Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Greenspring Advisors, LLC reported 98 stock positions worth $458.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 55.7% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 10.8%) and iShares Core U.S. Aggregate (AGG, 5.7%). Compared with Q3 2024, it opened 6 new positions, sold out of 5, added to 20 and reduced 29. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +1%) and the biggest sale Dimensional World Ex US Core (DFAX, shares −1%).

Most Recent 13F
Q2 2026
Location
Towson, MD
CIK
0001922200
Portfolio Value
$458.3M (Q4 2024)
SEC Filing
0001667731-25-000141 ↗ filed Jan 27, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $400.4M Q1 2024 Q2 2024: $415.4M Q2 2024 Q3 2024: $458.1M Q3 2024 Q4 2024: $458.3M $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 98 stocks · $458.3M
DFAC Dimensional US Core Equity 2 55.72% 7,382,295 $255.4M Add +0.9%
DFAX Dimensional World Ex US Core 10.75% 1,982,489 $49.3M Reduce -1.1%
AGG iShares Core U.S. Aggregate 5.71% 270,044 $26.2M Add +14.6%
DFIC Dimensional International Co. 3.51% 622,754 $16.1M Add +2.3%
AVUS Avantis U.S. Equity ETF 2.08% 98,195 $9.5M Reduce -0.6%
AAPL Apple Inc. 1.98% 36,171 $9.1M Reduce -4.9%
DFEM Dimensional Emrg MRKT Core 1.90% 331,836 $8.7M Reduce -1.1%
DFSI Dimensional Int Sus COR1 ETF 1.47% 204,413 $6.7M No change
VTI VG Morningstar TS MKT ETF-US 1.37% 21,658 $6.3M Reduce -0.8%
DFSE Dimensional Em Sus CORE1 ETF 0.96% 133,416 $4.4M No change
BND Vanguard Total Bond Market 0.95% 60,363 $4.3M Reduce -13.5%
SGOV iShares 0-3 Month Treasury B 0.80% 36,411 $3.7M Add +16.5%
MSFT Microsoft Corp. 0.55% 5,964 $2.5M Add +18.4%
IWF iShares Russell 1000 Growth 0.50% 5,699 $2.3M Reduce -0.2%
VCSH Vanguard S/T Corp. Bond ETF 0.42% 24,933 $1.9M Add +16.6%
AVLV Avantis US Large Cap Value 0.40% 27,677 $1.8M Reduce -1.7%
BRK.B Berkshire Hathaway Inc. Class B 0.40% 4,061 $1.8M No change
SHV iShares 0-1 Year Treasury Bo 0.38% 15,846 $1.7M Add +2.4%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.38% 15,426 $1.7M No change
SHY iShares 1-3 Year Treasury Bo 0.38% 21,159 $1.7M Add +35.6%
MUB iShares National Muni Bond E 0.37% 15,723 $1.7M Reduce -13.8%
AMZN Amazon.com Inc. 0.35% 7,384 $1.6M Add +15.2%
AVUV Avantis US Small Cap Value 0.35% 16,391 $1.6M Add +42.9%
AMGN Amgen Inc. 0.34% 6,000 $1.6M Reduce -6.3%
SUB iShares Short-Term National 0.34% 14,607 $1.5M Add +86.8%
IVV iShares Core S&P 500 ETF 0.30% 2,306 $1.4M Reduce -5.5%
SCHP Schwab U.S. Tips ETF 0.29% 51,870 $1.3M New
DFUV Dimensional US Marketwide Va 0.28% 31,511 $1.3M No change
IAGG iShares Intl Aggregate Bond 0.28% 25,710 $1.3M Add +19.4%
IDEV iShares Core MSCI Dev MKTS 0.26% 18,722 $1.2M Reduce -24.1%
VIG Vanguard Dividend Apprec ETF 0.25% 5,937 $1.2M Reduce -26.4%
BNDX Vanguard Total Intl Bond ETF 0.22% 20,599 $1.0M Add +11.9%
LLY Eli Lilly & Co. 0.21% 1,240 $957K Reduce -16.8%
REET iShares Global REIT ETF 0.20% 37,819 $907K Reduce -18.0%
AVGO Broadcom Inc. 0.19% 3,743 $868K Reduce -8.2%
ESGV Vanguard ESG US Stock ETF 0.19% 8,198 $860K No change
AVES Avantis Emerging Markets Val 0.19% 18,363 $848K Add +6.7%
NVDA Nvidia Corp. 0.17% 5,912 $794K Reduce -5.7%
DFAI Dimensional International Co. 0.17% 26,407 $771K Add +5.4%
DFGR Dim Global Real Estate ETF 0.17% 29,911 $764K Add +1.9%
DFIV Dimensional International Va 0.16% 20,677 $734K No change
DFAS Dimensional US Small Cap ETF 0.16% 11,179 $728K Reduce -5.2%
COST Costco Wholesale Corp. 0.16% 776 $711K No change
DFUS Dimensional US Eq MKT ETF 0.14% 9,869 $629K No change
VCIT Vanguard Int-Term Corporate 0.13% 7,474 $600K Reduce -23.6%
ORCL Oracle Corp. 0.13% 3,507 $584K No change
GOOGL Alphabet Inc. Class A 0.13% 3,027 $573K Reduce -6.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 1,984 $535K Reduce -1.7%
STIP iShares 0-5 Year Tips Bond E 0.11% 5,064 $509K Add +121.6%
AVDV Avantis Intl S/C Value ETF 0.11% 7,514 $489K Reduce -19.6%
DFSU Dimensional US Sus CORE1 ETF 0.11% 12,767 $484K No change
IJS iShares S&P Small-Cap 600 Va 0.11% 4,450 $483K No change
DFAT Dimensional US Target Value 0.10% 8,549 $476K No change
ABBV Abbvie Inc. 0.10% 2,586 $460K No change
KO The Coca-Cola Co. 0.10% 7,230 $450K No change
DFAU Dimensional US Core Equity M 0.09% 10,157 $411K Reduce -6.1%
TT Trane Technologies PLC 0.08% 1,050 $388K No change
IWD iShares Russell 1000 Value E 0.08% 2,040 $378K No change
VUSB Vanguard Ultra Short Bond Et 0.08% 7,486 $371K Add +27.7%
FISV Fiserv Inc. 0.08% 1,800 $370K Reduce -8.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 900 $369K No change
V Visa Inc. Class A 0.08% 1,166 $369K Reduce -8.3%
COF Capital One Financial Corp. 0.08% 2,018 $360K No change
JPM JPMorgan Chase & Co. 0.08% 1,459 $350K No change
QQQ Invesco QQQ Trust Series 1 0.07% 671 $343K No change
AON Aon PLC Class A 0.07% 870 $312K No change
IJH iShares Core S&P Midcap ETF 0.07% 4,955 $309K No change
DGX Quest Diagnostics Inc. 0.06% 1,918 $289K No change
ACNB Acnb Corp. 0.06% 7,022 $280K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.06% 3,003 $275K Reduce -52.9%
WMT Walmart Inc. 0.06% 3,000 $271K No change
ACN Accenture PLC Class A 0.06% 770 $271K No change
DHR Danaher Corp. 0.06% 1,155 $265K Reduce -13.2%
TSLA Tesla Inc. 0.06% 630 $254K New
PG The Procter & Gamble Co. 0.06% 1,507 $253K No change
DFAW Dimensional World Eqty ETF 0.05% 4,030 $252K Add +11.2%
TIP iShares Tips Bond ETF 0.05% 2,346 $250K No change
EWX State Street SPDR S&P Emergi 0.05% 4,260 $250K Add +16.4%
UNH Unitedhealth Group Inc. 0.05% 482 $244K Reduce -11.1%
AVDE Avantis International Equity 0.05% 3,858 $237K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 1,386 $235K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 873 $231K No change
VGIT Vanguard Intermediate-Term T 0.05% 3,971 $230K No change
DISV Dimensional International SM 0.05% 8,459 $225K New
VNQI Vanguard GLBL Ex-US Real Est 0.05% 5,664 $224K New
JNJ Johnson & Johnson 0.05% 1,548 $224K No change
MLPA Global X MLP ETF 0.05% 4,478 $221K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 1,116 $221K No change
DFAE Dimensional Emerging Core Eq 0.05% 8,662 $220K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.05% 4,332 $217K No change
SPGI S&P Global Inc. 0.05% 430 $214K No change
GEM Goldman Sachs Activebeta Em 0.05% 6,641 $212K No change
IEI iShares 3-7 Year Treasury Bo 0.05% 1,823 $211K No change
GLW Corning Inc. 0.04% 4,300 $204K New
AVEM Avantis Emerging Markets Eq 0.04% 3,412 $201K Reduce -47.6%
LWLG Lightwave Logic Inc. 0.03% 66,725 $140K No change
PL Planet Labs PBC 0.01% 16,662 $67K No change
NB Niocorp Developments Ltd. 0.00% 11,900 $18K No change

Portfolio Sells Q3 2024 → Q4 2024
DFAX Dimensional World Ex US Core Reduce -1.1% 10.75% −1.07
BND Vanguard Total Bond Market Reduce -13.5% 0.95% −0.20
DFEM Dimensional Emrg MRKT Core Reduce -1.1% 1.90% −0.17
IDEV iShares Core MSCI Dev MKTS Reduce -24.1% 0.26% −0.12
AMGN Amgen Inc. Reduce -6.3% 0.34% −0.11
VIG Vanguard Dividend Apprec ETF Reduce -26.4% 0.25% −0.10
MRK Merck & Co. Inc. Sold out 0.00% −0.09
LLY Eli Lilly & Co. Reduce -16.8% 0.21% −0.08
REET iShares Global REIT ETF Reduce -18.0% 0.20% −0.07
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -52.9% 0.06% −0.07
MUB iShares National Muni Bond E Reduce -13.8% 0.37% −0.07
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.05
AVEM Avantis Emerging Markets Eq Reduce -47.6% 0.04% −0.05
VCIT Vanguard Int-Term Corporate Reduce -23.6% 0.13% −0.05
LOW Lowe's Cos Inc. Sold out 0.00% −0.05
PSN Parsons Corp. Sold out 0.00% −0.05
VSGX Vanguard ESG Intl Stock ETF Sold out 0.00% −0.04
AVDV Avantis Intl S/C Value ETF Reduce -19.6% 0.11% −0.04
DHR Danaher Corp. Reduce -13.2% 0.06% −0.02
UNH Unitedhealth Group Inc. Reduce -11.1% 0.05% −0.02
IVV iShares Core S&P 500 ETF Reduce -5.5% 0.30% −0.01
DFAS Dimensional US Small Cap ETF Reduce -5.2% 0.16% −0.01
DFAU Dimensional US Core Equity M Reduce -6.1% 0.09% −0.00
AVLV Avantis US Large Cap Value Reduce -1.7% 0.40% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -1.7% 0.12% +0.00
FISV Fiserv Inc. Reduce -8.7% 0.08% +0.00
V Visa Inc. Class A Reduce -8.3% 0.08% +0.00
NVDA Nvidia Corp. Reduce -5.7% 0.17% +0.01
GOOGL Alphabet Inc. Class A Reduce -6.6% 0.13% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.8% 1.37% +0.02
AVUS Avantis U.S. Equity ETF Reduce -0.6% 2.08% +0.03
IWF iShares Russell 1000 Growth Reduce -0.2% 0.50% +0.03
AVGO Broadcom Inc. Reduce -8.2% 0.19% +0.04
AAPL Apple Inc. Reduce -4.9% 1.98% +0.04

Portfolio Buys Q3 2024 → Q4 2024
DFAC Dimensional US Core Equity 2 Add +0.9% 55.72% +0.95
AGG iShares Core U.S. Aggregate Add +14.6% 5.71% +0.50
SCHP Schwab U.S. Tips ETF New 0.29% +0.29
SUB iShares Short-Term National Add +86.8% 0.34% +0.15
SGOV iShares 0-3 Month Treasury B Add +16.5% 0.80% +0.11
AVUV Avantis US Small Cap Value Add +42.9% 0.35% +0.10
SHY iShares 1-3 Year Treasury Bo Add +35.6% 0.38% +0.10
AMZN Amazon.com Inc. Add +15.2% 0.35% +0.09
MSFT Microsoft Corp. Add +18.4% 0.55% +0.08
STIP iShares 0-5 Year Tips Bond E Add +121.6% 0.11% +0.06
TSLA Tesla Inc. New 0.06% +0.06
VCSH Vanguard S/T Corp. Bond ETF Add +16.6% 0.42% +0.05
DISV Dimensional International SM New 0.05% +0.05
VNQI Vanguard GLBL Ex-US Real Est New 0.05% +0.05
MLPA Global X MLP ETF New 0.05% +0.05
GLW Corning Inc. New 0.04% +0.04
IAGG iShares Intl Aggregate Bond Add +19.4% 0.28% +0.04
BNDX Vanguard Total Intl Bond ETF Add +11.9% 0.22% +0.02
VUSB Vanguard Ultra Short Bond Et Add +27.7% 0.08% +0.02
SHV iShares 0-1 Year Treasury Bo Add +2.4% 0.38% +0.01
DFAW Dimensional World Eqty ETF Add +11.2% 0.05% +0.00
EWX State Street SPDR S&P Emergi Add +16.4% 0.05% +0.00
DFAI Dimensional International Co. Add +5.4% 0.17% −0.01
AVES Avantis Emerging Markets Val Add +6.7% 0.19% −0.01
DFGR Dim Global Real Estate ETF Add +1.9% 0.17% −0.02
DFIC Dimensional International Co. Add +2.3% 3.51% −0.23

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