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Efficient Advisors

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

Top 5 stock holdings are VTI, VBR, VOO, BND, VTV, and represent 33.97% of Efficient Advisors's stock portfolio.
Added to shares of these 10 stocks: VNQ, DFAT, DFAS, VTIP, VSS, BNDX, BIV, VCSH, DISV, VGK.
Started 1 new stock position in SPTM.
Reduced shares in these 10 stocks: AGG (-$13M), DFAC (-$11M), VBR (-$10M), DFIC (-$7.9M), DUHP (-$7.3M), BSV (-$5.6M), VB (-$5.5M), DFIS (-$5.4M), AVDV, VGSH.
Sold out of its position in AOR.
Efficient Advisors was a net seller of stock by $-87M.
Efficient Advisors has $1.7B in assets under management (AUM), dropping by -3.47%.
Central Index Key (CIK): 0001542164

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Portfolio Holdings for Efficient Advisors

Efficient Advisors holds 58 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	7.4	$126M	-2%	376k	335.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.0	$120M	-7%	568k	211.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.6	$112M	-2%	179k	627.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.5	$112M		1.5M	74.07	View chart
Vanguard Index Fds Value Etf (VTV)	6.5	$111M		583k	190.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.3	$108M	-4%	419k	257.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.2	$107M		1.4M	77.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.8	$65M		881k	73.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.5	$61M	-8%	771k	78.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.1	$54M	+2%	607k	88.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.1	$53M	-17%	1.3M	39.59	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.9	$50M		351k	143.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$49M	-20%	495k	99.88	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.9	$49M		585k	83.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$49M		780k	62.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.8	$48M		639k	75.44	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.8	$48M		528k	90.40	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.5	$43M	-14%	1.1M	38.03	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.4	$40M	-16%	1.2M	34.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.1	$36M		445k	79.73	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.1	$35M	+2%	713k	49.46	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.0	$35M	+2%	724k	48.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$33M	-2%	615k	53.76	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.6	$28M	-16%	841k	32.94	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.1	$19M	-20%	199k	93.97	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.1	$19M	-20%	314k	58.73	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.9	$16M	-15%	507k	31.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$13M	-17%	413k	32.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$9.8M	+14%	165k	59.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$9.7M	+13%	139k	69.67	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.5	$8.1M	-21%	141k	57.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.6M	-7%	27k	212.07	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$5.1M	-18%	62k	82.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$4.8M	-4%	68k	71.41	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$4.3M	+10%	114k	38.00	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.2	$4.1M	-4%	17k	248.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.9M	+2%	4.3k	685.01	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$2.8M	-11%	18k	157.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.5M	-6%	26k	96.03	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.1	$2.4M	-4%	26k	92.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.2M	-7%	16k	141.06	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.6M	-3%	20k	77.53	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.5M	-11%	27k	54.71	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.1	$1.3M	-7%	35k	38.02	View chart
JPMorgan Chase & Co. (JPM)	0.0	$713k		2.2k	322.22	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$629k	-2%	3.7k	170.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$569k		1.8k	314.83	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$546k	-8%	5.1k	106.71	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$443k	-3%	9.8k	45.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$416k	+24%	2.8k	148.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$398k	+2%	4.5k	89.45	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$381k	-19%	4.3k	89.56	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.0	$370k	-10%	5.8k	63.86	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$349k	-3%	7.3k	47.73	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$315k	NEW	3.8k	82.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$268k		675.00	396.23	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$265k	-10%	2.5k	107.11	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$234k	-3%	3.5k	67.23	View chart

Past Filings by Efficient Advisors

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

Efficient Advisors 2025 Q4 restated filed Jan. 21, 2026
Efficient Advisors 2025 Q4 filed Jan. 8, 2026
Efficient Advisors 2025 Q3 filed Nov. 10, 2025
Efficient Advisors 2025 Q2 filed Aug. 7, 2025
Efficient Advisors 2025 Q1 filed May 6, 2025
Efficient Advisors 2025 Q1 restated filed May 6, 2025
Efficient Advisors 2024 Q4 filed Feb. 7, 2025
Efficient Advisors 2024 Q3 filed Nov. 12, 2024
Efficient Advisors 2024 Q2 filed Aug. 5, 2024
Efficient Advisors 2024 Q1 filed May 9, 2024
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

View all past filings

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