Efficient Advisors, LLC Top Holdings and 13F Report (2024) → Are You Positioned For The New Energy Goldrush? (From Wealthpin Pro) (Ad) About Efficient Advisors, LLCInvestment ActivityEfficient Advisors, LLC has $1.56 billion in total holdings as of March 31, 2024.Efficient Advisors, LLC owns shares of 68 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 1.75% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Efficient Advisors, LLC has purchased 65 new stocks and bought additional shares in 31 stocks.Efficient Advisors, LLC sold shares of 34 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Small-Cap Value ETF $114,683,883Vanguard Total Stock Market ETF $102,853,789Vanguard Small-Cap ETF $99,068,375Vanguard Value ETF $93,467,356Vanguard Total Bond Market ETF $92,562,589 Largest New Holdings this Quarter Timothy Plan US Large Cap Core ETF $464,087 HoldingTimothy Plan International ETF $416,863 HoldingTimothy Plan US Small Cap Core ETF $201,702 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 27,788 shares (about $2.13M)Vanguard FTSE All-World ex-US Small-Cap ETF 15,924 shares (about $1.86M)Vanguard Intermediate-Term Bond ETF 24,329 shares (about $1.83M)iShares Core U.S. Aggregate Bond ETF 18,182 shares (about $1.78M)Vanguard FTSE All-World ex-US ETF 29,765 shares (about $1.75M) Largest Sales this Quarter Vanguard Small-Cap ETF 8,414 shares (about $1.92M)Vanguard Total Stock Market ETF 4,955 shares (about $1.29M)iShares S&P 500 Value ETF 6,300 shares (about $1.18M)FlexShares Morningstar US Market Factor Tilt Index Fund 5,123 shares (about $1.02M)Vanguard Small-Cap Value ETF 4,846 shares (about $929.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEfficient Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBRVanguard Small-Cap Value ETF$114,683,883$929,851 ▼-0.8%597,6857.4%ETFVTIVanguard Total Stock Market ETF$102,853,789$1,287,804 ▼-1.2%395,7446.6%ETFVBVanguard Small-Cap ETF$99,068,375$1,923,356 ▼-1.9%433,3896.4%ETFVTVVanguard Value ETF$93,467,356$214,161 ▼-0.2%573,9126.0%ETFBNDVanguard Total Bond Market ETF$92,562,589$1,522,616 ▲1.7%1,274,4405.9%ETFVOOVanguard S&P 500 ETF$90,139,137$716,725 ▼-0.8%187,5165.8%ETFBIVVanguard Intermediate-Term Bond ETF$89,567,041$1,834,406 ▲2.1%1,187,8925.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$69,100,465$1,780,744 ▲2.6%705,5394.4%FinanceBSVVanguard Short-Term Bond ETF$64,300,017$2,130,507 ▲3.4%838,6594.1%ETFVEUVanguard FTSE All-World ex-US ETF$50,975,417$1,745,717 ▲3.5%869,1463.3%ETFDFACDimensional U.S. Core Equity 2 ETF$45,467,672$426,884 ▲0.9%1,423,0882.9%ETFVNQVanguard Real Estate ETF$43,540,112$1,363,358 ▲3.2%503,4702.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$39,254,993$1,860,561 ▲5.0%335,9722.5%ETFVXUSVanguard Total International Stock ETF$38,778,670$1,129,358 ▲3.0%643,0962.5%ETFVEAVanguard FTSE Developed Markets ETF$37,888,419$845,715 ▲2.3%755,2012.4%ETFVGKVanguard FTSE Europe ETF$37,875,503$835,891 ▲2.3%562,4522.4%ETFVPLVanguard FTSE Pacific ETF$37,804,052$667,392 ▲1.8%497,2252.4%ETFDUHPDimensional US High Profitability ETF$35,899,635$269,254 ▲0.8%1,135,7052.3%ETFDFICDimensional International Core Equity 2 ETF$33,877,575$1,420,987 ▲4.4%1,266,4512.2%ETFBNDXVanguard Total International Bond ETF$29,132,520$751,131 ▲2.6%592,2451.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$28,918,200$771,029 ▲2.7%603,8461.9%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$28,834,034$610,131 ▲2.2%372,9661.8%ETFVWOVanguard FTSE Emerging Markets ETF$26,139,898$1,635,169 ▲6.7%625,8061.7%ETFAVDVAvantis International Small Cap Value ETF$26,028,076$591,357 ▼-2.2%395,2031.7%ETFDFISDimensional International Small Cap ETF$23,621,968$1,031,395 ▲4.6%942,6161.5%ETFTILTFlexShares Morningstar US Market Factor Tilt Index Fund$23,214,460$1,016,337 ▼-4.2%117,0161.5%ETFVGSHVanguard Short-Term Treasury Index ETF$19,992,312$1,363,772 ▲7.3%344,2801.3%ETFTLTDFlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund$16,684,463$261,920 ▼-1.5%232,8261.1%ETFDIHPDimensional International High Profitability ETF$13,171,458$443,729 ▲3.5%488,9180.8%ETFIVEiShares S&P 500 Value ETF$11,394,006$1,176,912 ▼-9.4%60,9920.7%ETFDFAEDimensional Emerging Core Equity Market ETF$10,402,230$777,098 ▲8.1%420,8020.7%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$10,312,209$55,234 ▲0.5%202,7570.7%FinanceSHYiShares 1-3 Year Treasury Bond ETF$9,961,699$27,233 ▼-0.3%121,8110.6%ManufacturingEFViShares MSCI EAFE Value ETF$9,129,557$642,517 ▼-6.6%167,8230.6%ETFIWCiShares Micro-Cap ETF$5,216,585$748,949 ▼-12.6%43,0450.3%ETFIVViShares Core S&P 500 ETF$5,043,028$666,655 ▼-11.7%9,5920.3%ETFEFAiShares MSCI EAFE ETF$4,708,141$481,236 ▼-9.3%58,9550.3%FinanceDFATDimensional U.S. Targeted Value ETF$3,825,350$363,212 ▲10.5%70,2800.2%ETFDFASDimensional U.S. Small Cap ETF$3,735,483$344,679 ▲10.2%59,9210.2%ETFTLTEFlexShares Morningstar Emerging Markets Factor Tilt Index Fund$3,378,307$19,507 ▲0.6%65,8110.2%ETFWTMFWisdomTree Managed Futures Strategy Fund$3,274,212$358,689 ▼-9.9%87,3120.2%FinanceSCZiShares MSCI EAFE Small-Cap ETF$3,005,028$210,890 ▼-6.6%47,4500.2%ETFEEMiShares MSCI Emerging Markets ETF$2,841,186$128,170 ▼-4.3%69,1620.2%FinanceSUBiShares Short-Term National Muni Bond ETF$2,809,165$49,223 ▲1.8%26,8230.2%ETFRWOSPDR Dow Jones Global Real Estate ETF$2,801,781$16,657 ▼-0.6%65,4320.2%ETFVTVanguard Total World Stock ETF$2,096,116$101,662 ▼-4.6%18,9690.1%ETFDISVDimensional International Small Cap Value ETF$1,572,519$198,271 ▲14.4%57,8340.1%ETFMUBiShares National Muni Bond ETF$1,286,863$3,551 ▼-0.3%11,9600.1%ETFAOAiShares Core Aggressive Allocation ETF$794,554$41,138 ▼-4.9%10,8160.1%ETFGWXSPDR S&P International Small Cap ETF$785,844$46,966 ▼-5.6%24,1950.1%ETFIWLiShares Russell Top 200 ETF$778,218$36,737 ▼-4.5%6,1220.0%ETFVVVanguard Large-Cap ETF$703,493$33,808 ▼-4.6%2,9340.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$524,758$6,918 ▼-1.3%6,7510.0%ETFIEFAiShares Core MSCI EAFE ETF$483,275$17,665 ▼-3.5%6,5110.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$470,363$115,659 ▼-19.7%4,0790.0%ETFTPLCTimothy Plan US Large Cap Core ETF$464,087$464,087 ▲New Holding11,0210.0%ETFDFUVDimensional US Marketwide Value ETF$439,117$26,300 ▼-5.7%10,7360.0%ETFDFUSDimensional U.S. Equity ETF$421,250$24,786 ▼-5.6%7,3930.0%ETFTPIFTimothy Plan International ETF$416,863$416,863 ▲New Holding15,3010.0%ETFSCHHSchwab U.S. REIT ETF$402,212$56,070 ▼-12.2%19,8130.0%ETFSPIPSPDR Portfolio TIPS ETF$396,002$256 ▲0.1%15,4570.0%ETFAORiShares Core Growth Allocation ETF$387,270$5,455 ▲1.4%6,9570.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$380,763$6,683 ▼-1.7%4,7290.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$361,460$47,911 ▼-11.7%8,5780.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$284,072$5,212 ▲1.9%5,5050.0%ETFDHSWisdomTree U.S. High Dividend Fund$265,885$8,406 ▼-3.1%3,0680.0%FinanceVYMVanguard High Dividend Yield ETF$264,719$18,874 ▼-6.7%2,1880.0%ETFTPSCTimothy Plan US Small Cap Core ETF$201,702$201,702 ▲New Holding5,4970.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
