Efficient Frontier Advisors LLC Top Holdings and 13F Report (2024) → Charles Payne’s Gift to Stock Investors (From Unstoppable Prosperity) (Ad) About Efficient Frontier Advisors LLCInvestment ActivityEfficient Frontier Advisors LLC has $126.27 thousand in total holdings as of March 31, 2024.Efficient Frontier Advisors LLC owns shares of 13 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.08% of the portfolio was purchased this quarter.About 0.95% of the portfolio was sold this quarter.This quarter, Efficient Frontier Advisors LLC has purchased 12 new stocks and bought additional shares in 8 stocks.Efficient Frontier Advisors LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Marketwide Value ETF $32,412Dimensional U.S. Targeted Value ETF $31,146iShares 0-3 Month Treasury Bond ETF $30,368Dimensional International Value ETF $20,819Dimensional U.S. Small Cap ETF $3,645 Largest New Holdings this Quarter Dimensional International Small Cap Value ETF $565 Holding Largest Purchases this Quarter Dimensional U.S. Targeted Value ETF 14,360 shares (about $781.61)Dimensional International Value ETF 18,862 shares (about $693.18)Dimensional US Marketwide Value ETF 14,252 shares (about $582.91)Dimensional International Small Cap Value ETF 20,869 shares (about $565.00)Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 46 shares (about $1.51) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 11,931 shares (about $1.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEfficient Frontier Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUVDimensional US Marketwide Value ETF$32,412$583 ▲1.8%792,46325.7%ETFDFATDimensional U.S. Targeted Value ETF$31,146$782 ▲2.6%572,22724.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$30,368$1,202 ▼-3.8%301,53924.0%ETFDFIVDimensional International Value ETF$20,819$693 ▲3.4%566,49916.5%ETFDFASDimensional U.S. Small Cap ETF$3,645$1 ▲0.0%58,4662.9%ETFGDXVanEck Gold Miners ETF$3,6400.0%115,1062.9%ETFAVDVAvantis International Small Cap Value ETF$2,3960.0%36,3741.9%ETFDISVDimensional International Small Cap Value ETF$565$565 ▲New Holding20,8690.4%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$294$1 ▲0.2%7,6350.2%ManufacturingPDNInvesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF$290$2 ▲0.5%8,8280.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$261$1 ▲0.4%6,6400.2%ETFAVESAvantis Emerging Markets Value ETF$2240.0%4,7190.2%ETFPXHInvesco FTSE RAFI Emerging Markets ETF$212$1 ▲0.3%10,9140.2%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 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.
