Greenspring Advisors, LLC Sells in Q1 2025

Greenspring Advisors, LLC

  • $412 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-690K
- 9.35%
$32.42 - $36.13 $22.4M - $24.9M
6.69M $219M
DFAX
Dimensional ETF Tr
-216K
- 10.88%
$24.45 - $27.2 $5.27M - $5.87M
1.77M $46.7M
AAPL
Apple Inc.

Technology
-1.54K
- 4.26%
$209.68 - $247.1 $323K - $381K
34.6K $7.69M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.63K
- 35.58%
$190.26 - $242.06 $500K - $636K
4.76K $905K
VTI
Vanguard Total Stock Market Et

ETFs
-980
- 4.52%
$271.18 - $303.12 $266K - $297K
20.7K $5.65M
NVDA
Nvidia Corp

Technology
-2.27K
- 38.41%
$106.98 - $149.43 $243K - $339K
3.64K $394K
AVGO
Broadcom Inc.

Technology
-658
- 17.58%
$167.43 - $244.7 $110K - $161K
3.09K $516K
MUB
Ishares National Muni Bond ETF

ETFs
-2.63K
- 16.7%
$104.71 - $107.69 $275K - $283K
13.1K $1.38M
ORCL
Oracle Corp

Technology
-1.26K
- 35.96%
$139.81 - $186.47 $176K - $235K
2.25K $314K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-48
- 0.84%
$360.07 - $417.26 $17.3K - $20K
5.65K $2.04M
VIG
Vanguard Dividend Appreciation

ETFs
-1.04K
- 17.48%
N/A
4.9K $892K
GOOGL
Alphabet Inc.

Communication Services
-303
- 10.01%
$154.33 - $206.19 $46.8K - $62.5K
2.72K $420K
IVV
Ishares Core S&P 500 ETF

ETFs
-65
- 2.82%
$554.06 - $615.85 $36K - $40K
2.24K $1.25M
DFAU
Dimensional ETF Tr

ETFs
-1.12K
- 11.05%
$37.84 - $42.29 $42.5K - $47.4K
9.04K $345K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-313
- 3.17%
$59.61 - $66.71 $18.7K - $20.9K
9.56K $574K
FISV
Fiserv Inc

Technology
-180
- 10.0%
N/A
1.62K $202K
JPM
Jpmorgan Chase & CO

Financial Services
-117
- 8.02%
$225.19 - $279.95 $26.3K - $32.8K
1.34K $329K
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 5.15%
$890.62 - $1076.86 $35.6K - $43.1K
736 $696K
V
Visa Inc.

Financial Services
-117
- 10.03%
$306.92 - $362.71 $35.9K - $42.4K
1.05K $367K
DFSI
Dimensional ETF Tr Dimen Intl
-90.9K
- 44.44%
N/A
114K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-59.3K
- 44.44%
N/A
74.1K $0
MLPA
Global X Mlp ETF

ETFs
-22
- 0.49%
$49.83 - $54.53 $1.1K - $1.2K
4.46K $238K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-192
- 4.73%
$442.66 - $534.52 $85K - $103K
3.87K $2.03M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-774
- 0.29%
$95.85 - $99.25 $74.2K - $76.8K
269K $26.6M
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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