Efficient Frontier Advisors
Latest statistics and disclosures from Efficient Frontier Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUV, DFAT, SGOV, DFIV, DFAS, and represent 93.76% of Efficient Frontier Advisors's stock portfolio.
- Added to shares of these 9 stocks: DFAT, DFIV, DFUV, DISV, PDN, DFAS, PRF, PXH, PRFZ.
- Started 1 new stock position in DISV.
- Reduced shares in these 1 stock: SGOV.
- Efficient Frontier Advisors was a net buyer of stock by $1.4M.
- Efficient Frontier Advisors has $126M in assets under management (AUM), dropping by 6.15%.
- Central Index Key (CIK): 0002011188
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Portfolio Holdings for Efficient Frontier Advisors
Efficient Frontier Advisors holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 25.7 | $32M | 793k | 40.90 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 24.7 | $31M | +2% | 572k | 54.43 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 24.0 | $30M | -3% | 302k | 100.71 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 16.5 | $21M | +3% | 567k | 36.75 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.9 | $3.6M | 59k | 62.34 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 2.9 | $3.6M | 115k | 31.62 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.9 | $2.4M | 36k | 65.87 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.4 | $565k | NEW | 21k | 27.07 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $294k | 7.6k | 38.51 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.2 | $290k | 8.8k | 32.85 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $261k | 6.6k | 39.31 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.2 | $224k | 4.7k | 47.47 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.2 | $212k | 11k | 19.42 |
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Past Filings by Efficient Frontier Advisors
SEC 13F filings are viewable for Efficient Frontier Advisors going back to 2023
- Efficient Frontier Advisors 2024 Q1 filed April 3, 2024
- Efficient Frontier Advisors 2023 Q4 filed Feb. 9, 2024