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Efficient Frontier Advisors LLC Top Holdings and 13F Report (2025)

About Efficient Frontier Advisors LLC

Investment Activity

  • Efficient Frontier Advisors LLC has $157.52 million in total holdings as of June 30, 2025.
  • Efficient Frontier Advisors LLC owns shares of 22 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 1.09% of the portfolio was purchased this quarter.
  • About 3.29% of the portfolio was sold this quarter.
  • This quarter, Efficient Frontier Advisors LLC has purchased 21 new stocks and bought additional shares in 14 stocks.
  • Efficient Frontier Advisors LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

025072877 - Avantis U.S. Small Cap Value ETF
$305,629 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF
11,049 shares (about $1.11M)
Avantis U.S. Small Cap Value ETF
3,355 shares (about $305.63K)
Dimensional International Small Cap Value ETF
3,172 shares (about $104.39K)
Dimensional US Small Cap Value ETF
3,444 shares (about $101.36K)
Vanguard Total Stock Market ETF
201 shares (about $61.09K)

Largest Sales this Quarter

Dimensional US Marketwide Value ETF
45,865 shares (about $1.94M)
Dimensional U.S. Targeted Value ETF
33,834 shares (about $1.83M)
VanEck Gold Miners ETF
11,885 shares (about $618.73K)
Dimensional International Value ETF
10,459 shares (about $447.96K)
Dimensional U.S. Small Cap ETF
5,591 shares (about $356.20K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEfficient Frontier Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$42,078,311$1,112,523 2.7%417,90026.7%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$32,028,519$1,939,171 -5.7%757,53420.3%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$25,158,460$1,825,682 -6.8%466,24316.0%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$24,753,249$447,959 -1.8%577,94215.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,834,092$61,089 0.6%35,6476.9%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$4,631,100$618,733 -11.8%88,9572.9%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$4,483,454$101,357 2.3%152,3432.8%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$3,404,271$356,202 -9.5%53,4342.2%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$2,963,258$6,660 0.2%37,3771.9%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$2,214,185$104,391 4.9%67,2801.4%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$988,9200.0%32,9750.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$703,836$1,136 0.2%1,2390.4%ETF
AMERICAN CENTY ETF TR
$430,3660.0%7,1430.3%AVANTIS EMERGING
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$409,952$904 0.2%4,9880.3%ETF
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF stock logo
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
$359,112$3,347 0.9%9,2280.2%ETF
Invesco RAFI US 1500 Small-Mid ETF stock logo
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
$328,079$845 0.3%7,7620.2%Manufacturing
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$320,153$969 0.3%5,6160.2%ETF
AVES
Avantis Emerging Markets Value ETF
$311,071$4,283 1.4%5,8100.2%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$305,629$305,629 New Holding3,3550.2%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$276,280$1,139 0.4%6,7930.2%ETF
Invesco RAFI Emerging Markets ETF stock logo
PXH
Invesco RAFI Emerging Markets ETF
$268,809$1,801 0.7%11,4920.2%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$266,489$3,875 1.5%3,4390.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data