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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, BND, VB, VTV, and represent 32.68% of Efficient Advisors's stock portfolio.
Added to shares of these 10 stocks: DFIC, DFAT, DFAS, VTIP, DFIS, DFAE, VGK, DIHP, DFAC, DISV.
Reduced shares in these 10 stocks: TILT (-$12M), TLTD (-$8.8M), VTV, AGG, VNQ, VB, VOO, VTI, BIV, BSV.
Efficient Advisors was a net seller of stock by $-49M.
Efficient Advisors has $1.6B in assets under management (AUM), dropping by 3.41%.
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 66 positions in its portfolio as reported in the September 2024 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	$117M		580k	200.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.9	$109M	-2%	386k	283.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$99M		1.3M	75.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.2	$99M	-3%	418k	237.21	View chart
Vanguard Index Fds Value Etf (VTV)	6.1	$97M	-4%	554k	174.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.0	$96M	-3%	181k	527.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.0	$95M	-2%	1.2M	78.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.0	$63M	-2%	803k	78.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.9	$63M	-6%	620k	101.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.5	$55M		879k	63.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.0	$49M	-7%	499k	97.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.0	$49M		1.4M	34.29	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.7	$43M		339k	125.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.7	$43M		656k	64.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$41M		769k	52.81	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.5	$41M		517k	78.39	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.5	$40M		568k	71.10	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.4	$39M		1.1M	34.07	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.3	$37M	+3%	1.3M	28.14	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.0	$31M	+2%	635k	49.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.0	$31M		622k	50.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$31M		393k	79.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$30M		627k	47.85	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.6	$25M	+2%	945k	26.83	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.5	$24M	-3%	332k	70.67	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.2	$20M		335k	59.02	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.9	$14M	+3%	516k	27.70	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$12M	+5%	438k	27.41	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.7	$11M	-53%	50k	212.84	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.6	$10M		186k	53.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$9.4M	-5%	48k	197.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$8.1M	-9%	97k	83.15	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.5	$7.6M	-53%	102k	75.00	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$7.5M	-6%	131k	57.53	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$5.6M	+17%	100k	55.63	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$5.5M	+16%	85k	64.86	View chart
Ishares Tr Micro-cap Etf (IWC)	0.3	$4.2M	-5%	34k	123.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$4.1M	-8%	7.1k	576.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$4.0M	-4%	48k	83.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$2.5M	-6%	37k	67.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$2.5M	-4%	54k	45.86	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$2.5M		69k	35.52	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.4M	-5%	23k	106.19	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$2.3M	+17%	80k	29.06	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.1M	-8%	18k	119.70	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.1	$1.7M	-52%	29k	57.09	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$1.4M	-55%	29k	47.53	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.1M	-6%	10k	108.64	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$795k		10k	78.91	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$705k		21k	34.13	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$662k	-3%	4.7k	140.43	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$596k	-3%	2.3k	263.32	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$530k	-2%	6.6k	80.30	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.0	$526k		12k	43.99	View chart
Timothy Plan Intl Etf (TPIF)	0.0	$503k		17k	28.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$439k		11k	41.69	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$427k	-4%	6.9k	62.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$415k		5.3k	78.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$398k	-9%	3.2k	125.63	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$395k	-3%	15k	26.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$394k		4.7k	83.76	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$366k		6.2k	59.24	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$269k	-2%	2.9k	93.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$268k		2.1k	128.20	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.0	$255k		6.5k	38.92	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$254k		4.4k	57.41	View chart

Past Filings by Efficient Advisors

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

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
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

View all past filings

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