Efficient Frontier Advisors

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

  • Top 5 stock holdings are SGOV, DFUV, DFAT, DFIV, VTI, and represent 85.61% of Efficient Frontier Advisors's stock portfolio.
  • Added to shares of these 10 stocks: SGOV, AVUV, DISV, DFSV, VTI, AVDV, AVES, VGK, PDN, PXH.
  • Started 1 new stock position in AVUV.
  • Reduced shares in these 5 stocks: DFUV, DFAT, GDX, DFIV, DFAS.
  • Efficient Frontier Advisors was a net seller of stock by $-3.5M.
  • Efficient Frontier Advisors has $158M in assets under management (AUM), dropping by 2.47%.
  • Central Index Key (CIK): 0002011188

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

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Portfolio Holdings for Efficient Frontier Advisors

Efficient Frontier Advisors holds 22 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 26.7 $42M +2% 418k 100.69
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Dimensional Etf Trust Us Mktwide Value (DFUV) 20.3 $32M -5% 758k 42.28
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 16.0 $25M -6% 466k 53.96
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Dimensional Etf Trust Internatnal Val (DFIV) 15.7 $25M 578k 42.83
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Vanguard Index Fds Total Stk Mkt (VTI) 6.9 $11M 36k 303.93
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Vaneck Etf Trust Gold Miners Etf (GDX) 2.9 $4.6M -11% 89k 52.06
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Dimensional Etf Trust Us Small Cap Val (DFSV) 2.8 $4.5M +2% 152k 29.43
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $3.4M -9% 53k 63.71
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.9 $3.0M 37k 79.28
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.4 $2.2M +4% 67k 32.91
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.6 $989k 33k 29.99
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $704k 1.2k 568.07
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American Centy Etf Tr Avantis Emerging (AVEE) 0.3 $430k 7.1k 60.25
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.3 $410k 5.0k 82.19
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Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.2 $359k 9.2k 38.92
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.2 $328k 7.8k 42.27
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $320k 5.6k 57.01
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $311k 5.8k 53.54
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $306k NEW 3.4k 91.10
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $276k 6.8k 40.67
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.2 $269k 12k 23.39
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $267k 3.4k 77.49
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Past Filings by Efficient Frontier Advisors

SEC 13F filings are viewable for Efficient Frontier Advisors going back to 2023