EF
| |
Efficient Frontier Advisors LLC13F | |
| Efficient Frontier Advisors LLC | |
| Last update 2025-07-09 | 22 Stocks (1 new) |
| Value $158.00 Mil | Turnover 1 % |
Efficient Frontier Advisors LL... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 417,900 | 42,078.3 | +2.72% | 26.710 | +0.71% | 0.080 | +1.07% | +2.36% | 51,410.5 | ||
DFUV | Dimensional US Marketwide Value ETF | 757,534 | 32,028.5 | -5.71% | 20.330 | -1.23% | 0.280 | +14.14% | +4.77% | 11,631.4 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 466,243 | 25,158.5 | -6.77% | 15.970 | -1.13% | 0.240 | +19.38% | +0.06% | 10,939.5 | ||
DFIV | Dimensional International Value ETF | 577,942 | 24,753.3 | -1.78% | 15.710 | -0.27% | 0.200 | +13.83% | +23.93% | 12,223.8 | ||
VTI | Vanguard Total Stock Market ETF | 35,647 | 10,834.1 | +0.57% | 6.880 | +0.04% | 0.000 | +22.87% | +7.47% | 473,883.1 | ||
GDX | VanEck Gold Miners ETF | 88,957 | 4,631.1 | -11.79% | 2.940 | -0.36% | 0.030 | +2.63% | +56.36% | 15,702.9 | ||
DFSV | Dimensional US Small Cap Value ETF | 152,343 | 4,483.4 | +2.31% | 2.850 | +0.06% | 0.100 | +20.84% | -0.95% | 4,874.9 | ||
DFAS | Dimensional U.S. Small Cap ETF | 53,434 | 3,404.3 | -9.47% | 2.160 | -0.22% | 0.030 | +19.54% | +0.30% | 10,519.3 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 37,377 | 2,963.3 | +0.23% | 1.880 | 0% | 0.030 | +17.64% | +26.57% | 9,871.8 | ||
DISV |
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
| 67,280 | 2,214.2 | +4.95% | 1.410 | +0.07% | 0.070 | +16.24% | +27.54% | 3,278.4 |
Efficient Frontier Advisors LLC's Historical Top Holdings Breakdowns
Efficient Frontier Advisors LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFUV | Dimensional US Marketwide Value ETF | 2025-06-30 | Reduce Reduce | -1.23% | 36.25 ($40.18) 42.28 | $42.50 | 5.77% | Reduce -5.71% | 757,534 | -45,865 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-06-30 | Reduce Reduce | -1.13% | 44.8 ($50.94) 53.97 | $55.27 | 8.50% | Reduce -6.77% | 466,243 | -33,834 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Add Add | +0.71% | 100.35 ($100.53) 100.71 | $100.60 | 0.07% | Add 2.72% | 417,900 | 11,049 | |
GDX | VanEck Gold Miners ETF | 2025-06-30 | Reduce Reduce | -0.36% | 41.45 ($49.57) 54.46 | $53.02 | 6.96% | Reduce -11.79% | 88,957 | -11,885 | |
DFIV | Dimensional International Value ETF | 2025-06-30 | Reduce Reduce | -0.27% | 34.67 ($40.71) 43.21 | $43.05 | 5.75% | Reduce -1.78% | 577,942 | -10,459 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-06-30 | Reduce Reduce | -0.22% | 52.31 ($59.95) 63.72 | $64.96 | 8.36% | Reduce -9.47% | 53,434 | -5,591 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | New Buy New Buy | +0.19% | 75.17 ($86.2) 91.21 | $93.69 | 8.69% | New holding | 3,355 | 3,355 | |
DISV |
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
| 2025-06-30 | Add Add | +0.07% | 25.92 ($30.75) 32.91 | $33.25 | 8.13% | Add 4.95% | 67,280 | 3,172 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-06-30 | Add Add | +0.06% | 24.21 ($27.7) 29.47 | $30.26 | 9.24% | Add 2.31% | 152,343 | 3,444 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.04% | 243.75 ($281.15) 303.93 | $309.44 | 10.06% | Add 0.57% | 35,647 | 201 |
Efficient Frontier Advisors LLC Total Holding History ($B)
Efficient Frontier Advisors LLC's Asset Allocation
Efficient Frontier Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Efficient Frontier Advisors LLC's Hypothetical Growth since 2025-06-30
Efficient Frontier Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Efficient Frontier Advisors LLC's Holdings Heat Map
Size field:
Efficient Frontier Advisors LLC's Holdings Bubble Chart
Efficient Frontier Advisors LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers