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Efficient Advisors

Latest statistics and disclosures from Efficient Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VBR, VTI, VB, BND, BIV, and represent 32.33% of Efficient Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG, SHY, AVDV, DFIS, DFIC, VGSH, DFAC, DIHP, DUHP, VNQI.
Reduced shares in these 10 stocks: BIV (-$18M), BND (-$18M), VTI (-$10M), VOO (-$9.7M), VTV (-$6.8M), VCSH (-$6.2M), BNDX (-$5.8M), VTIP (-$5.8M), VBR (-$5.4M), VEU.
Sold out of its positions in DFIV, DLS.
Efficient Advisors was a net seller of stock by $-122M.
Efficient Advisors has $1.5B in assets under management (AUM), dropping by 0.23%.
Central Index Key (CIK): 0001542164

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Positions held by Efficient Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Efficient Advisors

Efficient Advisors holds 65 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.3	$108M	-4%	603k	179.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.4	$95M	-9%	401k	237.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.4	$94M	-4%	442k	213.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$92M	-16%	1.3M	73.55	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.0	$89M	-17%	1.2M	76.38	View chart
Vanguard Index Fds Value Etf (VTV)	5.8	$86M	-7%	575k	149.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.6	$83M	-10%	189k	436.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.6	$68M	+6%	687k	99.25	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.2	$63M	-7%	811k	77.02	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.2	$47M	-9%	839k	56.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.9	$43M	-6%	488k	88.36	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.8	$41M		1.4M	29.23	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.5	$37M	-7%	320k	115.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.4	$36M	-7%	624k	57.96	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.4	$36M	-8%	550k	64.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$35M	-8%	738k	47.90	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.4	$35M	-9%	488k	72.03	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.2	$32M		1.1M	28.61	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.1	$31M		1.2M	25.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$29M	-16%	577k	49.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.9	$28M	-18%	365k	77.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$28M	-17%	588k	47.49	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$25M	+4%	404k	62.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$24M	-8%	587k	41.10	View chart
Flexshares Tr Mornstar Usmkt (TILT)	1.5	$22M	-5%	122k	182.48	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.5	$22M	+2%	902k	24.17	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.3	$19M	+2%	321k	58.33	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	1.1	$16M	-4%	237k	68.29	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.8	$12M		472k	25.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$12M	-7%	67k	173.89	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.7	$10M		202k	49.92	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$10M	+16%	122k	82.04	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$9.4M		389k	24.11	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$9.4M	-5%	180k	52.10	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$5.7M		49k	116.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$5.2M	-7%	11k	477.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$4.9M	-5%	65k	75.35	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$3.4M		97k	35.07	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.2	$3.3M	-6%	65k	51.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$3.3M	-6%	64k	52.33	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$3.2M	-5%	54k	59.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$3.1M	-4%	51k	61.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$2.9M	-6%	72k	40.21	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$2.9M	-3%	66k	43.71	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.8M	-4%	26k	105.43	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.0M	-6%	20k	102.88	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.3M		51k	25.79	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M	-4%	12k	108.41	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$814k	-12%	26k	31.76	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$786k		11k	69.05	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$738k	-3%	6.4k	115.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$671k	-3%	3.1k	218.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$535k	-3%	5.1k	105.22	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$529k	-7%	6.8k	77.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$475k		6.7k	70.35	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$468k		23k	20.71	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$424k	-26%	11k	37.22	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$414k	+3%	9.7k	42.59	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$406k	-29%	7.8k	51.83	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$395k	-8%	15k	25.57	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$391k		4.8k	81.27	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$365k	-15%	6.9k	53.19	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$273k		5.4k	50.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$262k		2.3k	111.64	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$260k		3.2k	82.18	View chart

Past Filings by Efficient Advisors

SEC 13F filings are viewable for Efficient Advisors going back to 2011

Efficient Advisors 2023 Q4 filed Feb. 8, 2024
Efficient Advisors 2023 Q3 filed Nov. 7, 2023
Efficient Advisors 2023 Q2 filed Aug. 8, 2023
Efficient Advisors 2023 Q1 filed May 9, 2023
Efficient Advisors 2022 Q4 filed Feb. 8, 2023
Efficient Advisors 2022 Q3 filed Nov. 8, 2022
Efficient Advisors 2022 Q2 filed Aug. 5, 2022
Efficient Advisors 2022 Q1 filed May 11, 2022
Efficient Advisors 2021 Q4 filed Jan. 20, 2022
Efficient Advisors 2021 Q3 filed Oct. 21, 2021
Efficient Advisors 2021 Q2 filed July 21, 2021
Efficient Advisors 2021 Q1 filed April 28, 2021
Efficient Advisors 2020 Q4 filed Feb. 2, 2021
Efficient Advisors 2020 Q3 filed Nov. 9, 2020
Efficient Advisors 2020 Q2 filed Aug. 7, 2020
Efficient Advisors 2020 Q1 filed May 15, 2020

View all past filings

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