Greenspring Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Greenspring Advisors, LLC reported 99 stock positions worth $421.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 52.4% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 11.0%) and iShares Core U.S. Aggregate (AGG, 6.3%). Compared with Q4 2024, it opened 7 new positions, sold out of 6, added to 28 and reduced 25. The biggest buy was Dimensional International (DFIC, shares +16%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −9%).

Most Recent 13F
Q2 2026
Location
Towson, MD
CIK
0001922200
Portfolio Value
$421.5M (Q1 2025)
SEC Filing
0001667731-25-000425 ↗ filed Apr 14, 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 Q4 2024 Q1 2025: $421.5M $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 99 stocks · $421.5M
DFAC Dimensional US Core Equity 2 52.37% 6,691,927 $220.8M Reduce -9.3%
DFAX Dimensional World Ex US Core 10.98% 1,766,764 $46.3M Reduce -10.9%
AGG iShares Core U.S. Aggregate 6.32% 269,270 $26.6M Reduce -0.3%
DFIC Dimensional International Co. 4.75% 720,999 $20.0M Add +15.8%
AVUS Avantis U.S. Equity ETF 2.23% 101,891 $9.4M Add +3.8%
DFEM Dimensional Emrg MRKT Core 2.19% 348,782 $9.2M Add +5.1%
AAPL Apple Inc. 1.82% 34,629 $7.7M Reduce -4.3%
VTI VG Morningstar TS MKT ETF-US 1.35% 20,678 $5.7M Reduce -4.5%
BND Vanguard Total Bond Market 1.19% 68,470 $5.0M Add +13.4%
DFSI Dimensional Int Sus COR1 ETF 0.94% 113,563 $4.0M Reduce -44.4%
SGOV iShares 0-3 Month Treasury B 0.91% 38,055 $3.8M Add +4.5%
MSFT Microsoft Corp. 0.60% 6,697 $2.5M Add +12.3%
DFSE Dimensional Em Sus CORE1 ETF 0.59% 74,120 $2.5M Reduce -44.4%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 3,869 $2.1M Reduce -4.7%
AVLV Avantis US Large Cap Value 0.49% 31,591 $2.1M Add +14.1%
IWF iShares Russell 1000 Growth 0.48% 5,651 $2.0M Reduce -0.8%
VCSH Vanguard S/T Corp. Bond ETF 0.47% 25,111 $2.0M Add +0.7%
SHV iShares 0-1 Year Treasury Bo 0.45% 17,355 $1.9M Add +9.5%
AMGN Amgen Inc. 0.44% 6,000 $1.9M No change
SHY iShares 1-3 Year Treasury Bo 0.42% 21,634 $1.8M Add +2.2%
AVUV Avantis US Small Cap Value 0.39% 18,617 $1.6M Add +13.6%
IAGG iShares Intl Aggregate Bond 0.37% 31,106 $1.6M Add +21.0%
SUB iShares Short-Term National 0.37% 14,607 $1.5M No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.34% 15,426 $1.4M No change
SCHP Schwab U.S. Tips ETF 0.33% 51,971 $1.4M Add +0.2%
MUB iShares National Muni Bond E 0.33% 13,097 $1.4M Reduce -16.7%
BNDX Vanguard Total Intl Bond ETF 0.31% 26,903 $1.3M Add +30.6%
DFUV Dimensional US Marketwide Va 0.31% 31,511 $1.3M No change
IDEV iShares Core MSCI Dev MKTS 0.31% 18,722 $1.3M No change
IVV iShares Core S&P 500 ETF 0.30% 2,241 $1.3M Reduce -2.8%
LLY Eli Lilly & Co. 0.29% 1,490 $1.2M Add +20.2%
REET iShares Global REIT ETF 0.27% 46,134 $1.1M Add +22.0%
DFIV Dimensional International Va 0.26% 27,611 $1.1M Add +33.5%
VIG Vanguard Dividend Apprec ETF 0.23% 4,899 $950K Reduce -17.5%
AMZN Amazon.com Inc. 0.21% 4,757 $905K Reduce -35.6%
AVES Avantis Emerging Markets Val 0.21% 18,941 $893K Add +3.1%
DFAI Dimensional International Co. 0.20% 26,407 $825K No change
AVDV Avantis Intl S/C Value ETF 0.19% 11,625 $811K Add +54.7%
ESGV Vanguard ESG US Stock ETF 0.19% 8,198 $803K No change
BRK.A Berkshire Hathaway Inc. Class A 0.19% 1 $798K New
DFGR Dim Global Real Estate ETF 0.19% 29,911 $785K No change
ABBV Abbvie Inc. 0.18% 3,677 $770K Add +42.2%
COST Costco Wholesale Corp. 0.17% 736 $696K Reduce -5.2%
DFAS Dimensional US Small Cap ETF 0.16% 11,179 $668K No change
STIP iShares 0-5 Year Tips Bond E 0.16% 6,346 $657K Add +25.3%
VCIT Vanguard Int-Term Corporate 0.15% 7,600 $621K Add +1.7%
VGIT Vanguard Intermediate-Term T 0.14% 9,930 $590K Add +150.1%
DFUS Dimensional US Eq MKT ETF 0.14% 9,556 $578K Reduce -3.2%
KO The Coca-Cola Co. 0.12% 7,230 $518K No change
AVGO Broadcom Inc. 0.12% 3,085 $516K Reduce -17.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 1,984 $510K No change
TIP iShares Tips Bond ETF 0.11% 4,175 $464K Add +78.0%
DFSU Dimensional US Sus CORE1 ETF 0.11% 12,767 $457K No change
FXE Invesco Currencyshares Euro 0.11% 4,468 $446K New
DFAT Dimensional US Target Value 0.10% 8,549 $440K No change
VUSB Vanguard Ultra Short Bond Et 0.10% 8,452 $421K Add +12.9%
GOOGL Alphabet Inc. Class A 0.10% 2,724 $421K Reduce -10.0%
NVDA Nvidia Corp. 0.09% 3,641 $395K Reduce -38.4%
IWD iShares Russell 1000 Value E 0.09% 2,040 $384K No change
HD Home Depot Inc. 0.09% 1,047 $384K New
V Visa Inc. Class A 0.09% 1,049 $368K Reduce -10.0%
COF Capital One Financial Corp. 0.09% 2,018 $362K No change
FISV Fiserv Inc. 0.08% 1,620 $358K Reduce -10.0%
TT Trane Technologies PLC 0.08% 1,050 $354K No change
DFAU Dimensional US Core Equity M 0.08% 9,035 $347K Reduce -11.1%
AON Aon PLC Class A 0.08% 870 $347K No change
EWX State Street SPDR S&P Emergi 0.08% 6,092 $345K Add +43.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 900 $334K No change
JPM JPMorgan Chase & Co. 0.08% 1,342 $329K Reduce -8.0%
DGX Quest Diagnostics Inc. 0.08% 1,918 $325K No change
ORCL Oracle Corp. 0.07% 2,246 $314K Reduce -36.0%
IJH iShares Core S&P Midcap ETF 0.07% 4,955 $289K No change
ACNB Acnb Corp. 0.07% 7,022 $289K No change
DISV Dimensional International SM 0.07% 9,687 $282K Add +14.5%
BIL SS SPDR BB 1-3M T-Bill ETF 0.07% 3,003 $275K No change
VNQI Vanguard GLBL Ex-US Real Est 0.06% 6,526 $264K Add +15.2%
WMT Walmart Inc. 0.06% 3,000 $263K No change
PG The Procter & Gamble Co. 0.06% 1,507 $257K No change
AVDE Avantis International Equity 0.06% 3,858 $256K No change
UNH Unitedhealth Group Inc. 0.06% 482 $252K No change
DFAW Dimensional World Eqty ETF 0.06% 4,030 $247K No change
TXN Texas Instruments Inc. 0.06% 1,350 $243K New
IJS iShares S&P Small-Cap 600 Va 0.06% 2,469 $241K Reduce -44.5%
ACN Accenture PLC Class A 0.06% 770 $240K No change
DFSB Dim GLB Sustain Fix Inc. ETF 0.06% 4,661 $240K New
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,386 $239K No change
MLPA Global X MLP ETF 0.06% 4,456 $237K Reduce -0.5%
DHR Danaher Corp. 0.06% 1,155 $237K No change
ABT Abbott Laboratories 0.05% 1,712 $227K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 873 $226K No change
DFAE Dimensional Emerging Core Eq 0.05% 8,662 $224K No change
GEM Goldman Sachs Activebeta Em 0.05% 6,641 $220K No change
SPGI S&P Global Inc. 0.05% 430 $218K No change
IEI iShares 3-7 Year Treasury Bo 0.05% 1,823 $215K No change
AVEM Avantis Emerging Markets Eq 0.05% 3,412 $205K No change
T AT&T Inc. 0.05% 7,238 $205K New
LWLG Lightwave Logic Inc. 0.02% 66,725 $68K No change
PL Planet Labs PBC 0.01% 16,662 $56K No change
NB Niocorp Developments Ltd. 0.01% 11,900 $23K No change

Portfolio Sells Q4 2024 → Q1 2025
DFAC Dimensional US Core Equity 2 Reduce -9.3% 52.37% −3.34
DFSI Dimensional Int Sus COR1 ETF Reduce -44.4% 0.94% −0.53
DFSE Dimensional Em Sus CORE1 ETF Reduce -44.4% 0.59% −0.37
AAPL Apple Inc. Reduce -4.3% 1.82% −0.15
AMZN Amazon.com Inc. Reduce -35.6% 0.21% −0.14
NVDA Nvidia Corp. Reduce -38.4% 0.09% −0.08
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.07
AVGO Broadcom Inc. Reduce -17.6% 0.12% −0.07
TSLA Tesla Inc. Sold out 0.00% −0.06
ORCL Oracle Corp. Reduce -36.0% 0.07% −0.05
JNJ Johnson & Johnson Sold out 0.00% −0.05
IJS iShares S&P Small-Cap 600 Va Reduce -44.5% 0.06% −0.05
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.05
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.05
GLW Corning Inc. Sold out 0.00% −0.04
MUB iShares National Muni Bond E Reduce -16.7% 0.33% −0.04
VIG Vanguard Dividend Apprec ETF Reduce -17.5% 0.23% −0.03
GOOGL Alphabet Inc. Class A Reduce -10.0% 0.10% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -4.5% 1.35% −0.02
IWF iShares Russell 1000 Growth Reduce -0.8% 0.48% −0.02
DFAU Dimensional US Core Equity M Reduce -11.1% 0.08% −0.01
DFUS Dimensional US Eq MKT ETF Reduce -3.2% 0.14% −0.00
JPM JPMorgan Chase & Co. Reduce -8.0% 0.08% +0.00
IVV iShares Core S&P 500 ETF Reduce -2.8% 0.30% +0.00
FISV Fiserv Inc. Reduce -10.0% 0.08% +0.00
V Visa Inc. Class A Reduce -10.0% 0.09% +0.01
MLPA Global X MLP ETF Reduce -0.5% 0.06% +0.01
COST Costco Wholesale Corp. Reduce -5.2% 0.17% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.7% 0.49% +0.09
DFAX Dimensional World Ex US Core Reduce -10.9% 10.98% +0.23
AGG iShares Core U.S. Aggregate Reduce -0.3% 6.32% +0.61

Portfolio Buys Q4 2024 → Q1 2025
DFIC Dimensional International Co. Add +15.8% 4.75% +1.24
DFEM Dimensional Emrg MRKT Core Add +5.1% 2.19% +0.29
BND Vanguard Total Bond Market Add +13.4% 1.19% +0.25
BRK.A Berkshire Hathaway Inc. Class A New 0.19% +0.19
AVUS Avantis U.S. Equity ETF Add +3.8% 2.23% +0.16
SGOV iShares 0-3 Month Treasury B Add +4.5% 0.91% +0.11
FXE Invesco Currencyshares Euro New 0.11% +0.11
DFIV Dimensional International Va Add +33.5% 0.26% +0.10
BNDX Vanguard Total Intl Bond ETF Add +30.6% 0.31% +0.09
HD Home Depot Inc. New 0.09% +0.09
VGIT Vanguard Intermediate-Term T Add +150.1% 0.14% +0.09
IAGG iShares Intl Aggregate Bond Add +21.0% 0.37% +0.09
AVDV Avantis Intl S/C Value ETF Add +54.7% 0.19% +0.09
AVLV Avantis US Large Cap Value Add +14.1% 0.49% +0.09
LLY Eli Lilly & Co. Add +20.2% 0.29% +0.08
ABBV Abbvie Inc. Add +42.2% 0.18% +0.08
SHV iShares 0-1 Year Treasury Bo Add +9.5% 0.45% +0.07
REET iShares Global REIT ETF Add +22.0% 0.27% +0.07
TXN Texas Instruments Inc. New 0.06% +0.06
DFSB Dim GLB Sustain Fix Inc. ETF New 0.06% +0.06
TIP iShares Tips Bond ETF Add +78.0% 0.11% +0.06
ABT Abbott Laboratories New 0.05% +0.05
T AT&T Inc. New 0.05% +0.05
MSFT Microsoft Corp. Add +12.3% 0.60% +0.05
SHY iShares 1-3 Year Treasury Bo Add +2.2% 0.42% +0.05
VCSH Vanguard S/T Corp. Bond ETF Add +0.7% 0.47% +0.05
STIP iShares 0-5 Year Tips Bond E Add +25.3% 0.16% +0.04
AVUV Avantis US Small Cap Value Add +13.6% 0.39% +0.04
SCHP Schwab U.S. Tips ETF Add +0.2% 0.33% +0.04
EWX State Street SPDR S&P Emergi Add +43.0% 0.08% +0.03
AVES Avantis Emerging Markets Val Add +3.1% 0.21% +0.03
VUSB Vanguard Ultra Short Bond Et Add +12.9% 0.10% +0.02
DISV Dimensional International SM Add +14.5% 0.07% +0.02
VCIT Vanguard Int-Term Corporate Add +1.7% 0.15% +0.02
VNQI Vanguard GLBL Ex-US Real Est Add +15.2% 0.06% +0.01

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