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Size ($ in 1000's)
At 03/31/2024: $400,442
At 12/31/2023: $362,931
Greenspring Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Greenspring Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Greenspring Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Greenspring Advisors LLC.
In the Greenspring Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Greenspring Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Greenspring Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
7,221,640 |
+138,132 |
$230,731 | | DFAC | 7,221,640 | +138,132 | $230,731 | | DIMENSIONAL ETF TRUST (DFAX) |
2,016,003 |
+56,911 |
$51,287 | | DFAX | 2,016,003 | +56,911 | $51,287 | | DIMENSIONAL ETF TRUST (DFIC) |
531,804 |
+96,458 |
$14,226 | | DFIC | 531,804 | +96,458 | $14,226 | | ISHARES TR (AGG) |
144,886 |
+36,407 |
$14,190 | | AGG | 144,886 | +36,407 | $14,190 | | AMERICAN CENTY ETF TR (AVUS) |
107,759 |
+2,168 |
$9,644 | | AVUS | 107,759 | +2,168 | $9,644 | | DIMENSIONAL ETF TRUST (DFEM) |
284,338 |
+73,156 |
$7,248 | | DFEM | 284,338 | +73,156 | $7,248 | | DIMENSIONAL ETF TRUST (DFSI) |
204,413 |
UNCH |
$6,883 | | DFSI | 204,413 | UNCH | $6,883 | | APPLE INC |
34,492 |
-1,120 |
$5,915 | | AAPL | 34,492 | -1,120 | $5,915 | | VANGUARD INDEX FDS (VTI) |
21,110 |
-2,820 |
$5,486 | | VTI | 21,110 | -2,820 | $5,486 | | VANGUARD BD INDEX FDS (BND) |
73,072 |
+5,011 |
$5,307 | | BND | 73,072 | +5,011 | $5,307 | | DIMENSIONAL ETF TRUST (DFSE) |
133,416 |
UNCH |
$4,296 | | DFSE | 133,416 | UNCH | $4,296 | | ISHARES TR (MUB) |
20,005 |
UNCH |
$2,153 | | MUB | 20,005 | UNCH | $2,153 | | MICROSOFT CORP |
4,717 |
-127 |
$1,985 | | MSFT | 4,717 | -127 | $1,985 | | PRICE T ROWE GROUP INC |
15,426 |
UNCH |
$1,881 | | TROW | 15,426 | UNCH | $1,881 | | ISHARES TR (IDEV) |
27,476 |
UNCH |
$1,844 | | IDEV | 27,476 | UNCH | $1,844 | | AMGEN INC |
6,400 |
UNCH |
$1,820 | | AMGN | 6,400 | UNCH | $1,820 | | AMERICAN CENTY ETF TR (AVLV) |
28,224 |
+16,415 |
$1,814 | | AVLV | 28,224 | +16,415 | $1,814 | | ISHARES TR (IWF) |
5,125 |
+600 |
$1,727 | | IWF | 5,125 | +600 | $1,727 | | ISHARES TR (SHV) |
15,088 |
-226 |
$1,668 | | SHV | 15,088 | -226 | $1,668 | | ISHARES TR (IAGG) |
29,428 |
-51 |
$1,470 | | IAGG | 29,428 | -51 | $1,470 | | ISHARES TR (SUB) |
14,001 |
UNCH |
$1,466 | | SUB | 14,001 | UNCH | $1,466 | | ISHARES TR (IVV) |
2,513 |
UNCH |
$1,321 | | IVV | 2,513 | UNCH | $1,321 | | DIMENSIONAL ETF TRUST (DFUV) |
31,511 |
UNCH |
$1,289 | | DFUV | 31,511 | UNCH | $1,289 | | VANGUARD SPECIALIZED FUNDS (VIG) |
6,203 |
+1,117 |
$1,133 | | VIG | 6,203 | +1,117 | $1,133 | | ISHARES TR (SGOV) |
11,126 |
+5,452 |
$1,120 | | SGOV | 11,126 | +5,452 | $1,120 | | ISHARES TR (REET) |
43,189 |
-8,315 |
$1,023 | | REET | 43,189 | -8,315 | $1,023 | | ELI LILLY & CO |
1,300 |
UNCH |
$1,011 | | LLY | 1,300 | UNCH | $1,011 | | AMERICAN CENTY ETF TR (AVUV) |
10,627 |
+5,732 |
$996 | | AVUV | 10,627 | +5,732 | $996 |  BERKSHIRE HATHAWAY INC DEL |
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$992 | | BRK.B | 2,359 | +500 | $992 | | VANGUARD WORLD FD (ESGV) |
8,198 |
UNCH |
$764 | | ESGV | 8,198 | UNCH | $764 | | DIMENSIONAL ETF TRUST (DFAI) |
25,053 |
+17,010 |
$757 | | DFAI | 25,053 | +17,010 | $757 | | AMAZON COM INC |
3,874 |
-246 |
$699 | | AMZN | 3,874 | -246 | $699 | | NVIDIA CORPORATION |
731 |
+731 |
$661 | | NVDA | 731 | +731 | $661 | | VANGUARD SCOTTSDALE FDS (VCSH) |
8,077 |
+152 |
$624 | | VCSH | 8,077 | +152 | $624 | | SPDR SER TR (BIL) |
6,371 |
-432 |
$585 | | BIL | 6,371 | -432 | $585 | | ISHARES TR (SHY) |
6,779 |
UNCH |
$554 | | SHY | 6,779 | UNCH | $554 | | VANGUARD BD INDEX FDS (VUSB) |
11,059 |
+908 |
$548 | | VUSB | 11,059 | +908 | $548 | | DIMENSIONAL ETF TRUST (DFAS) |
8,448 |
+8,448 |
$527 | | DFAS | 8,448 | +8,448 | $527 | | AMERICAN CENTY ETF TR (AVES) |
10,341 |
+5,891 |
$490 | | AVES | 10,341 | +5,891 | $490 | | VANGUARD INDEX FDS (VV) |
2,018 |
UNCH |
$484 | | VV | 2,018 | UNCH | $484 | | COCA COLA CO |
7,650 |
UNCH |
$468 | | KO | 7,650 | UNCH | $468 | | DIMENSIONAL ETF TRUST (DFAT) |
8,549 |
UNCH |
$465 | | DFAT | 8,549 | UNCH | $465 | | ISHARES TR (IJS) |
4,450 |
UNCH |
$457 | | IJS | 4,450 | UNCH | $457 | | DIMENSIONAL ETF TRUST (DFSU) |
12,767 |
UNCH |
$439 | | DFSU | 12,767 | UNCH | $439 | | VANGUARD SCOTTSDALE FDS (VCIT) |
5,440 |
+2,766 |
$438 | | VCIT | 5,440 | +2,766 | $438 | | DIMENSIONAL ETF TRUST (DFAU) |
11,761 |
-74,296 |
$430 | | DFAU | 11,761 | -74,296 | $430 | | HF SINCLAIR CORP |
6,368 |
UNCH |
$384 | | DINO | 6,368 | UNCH | $384 | | DIMENSIONAL ETF TRUST (DFUS) |
6,500 |
+6,500 |
$370 | | DFUS | 6,500 | +6,500 | $370 | | ISHARES TR (IWD) |
2,040 |
UNCH |
$365 | | IWD | 2,040 | UNCH | $365 | | TRANE TECHNOLOGIES PLC |
1,050 |
UNCH |
$315 | | TT | 1,050 | UNCH | $315 |
See Full List: All Stocks Held By Greenspring Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Greenspring Advisors LLC
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