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

About Efficient Advisors, LLC

Investment Activity

  • Efficient Advisors, LLC has $1.55 billion in total holdings as of December 31, 2024.
  • Efficient Advisors, LLC owns shares of 66 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 2.87% of the portfolio was purchased this quarter.
  • About 1.84% of the portfolio was sold this quarter.
  • This quarter, Efficient Advisors, LLC has purchased 66 new stocks and bought additional shares in 34 stocks.
  • Efficient Advisors, LLC sold shares of 30 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

SPDR S&P 500 ETF Trust
$280,642 Holding
iShares MSCI ACWI ETF
$226,433 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Bond ETF
67,909 shares (about $5.07M)
Vanguard Total Bond Market ETF
69,276 shares (about $4.98M)
Vanguard FTSE Europe ETF
57,872 shares (about $3.67M)
Dimensional International Core Equity 2 ETF
131,808 shares (about $3.41M)
Vanguard FTSE All-World ex-US ETF
56,068 shares (about $3.22M)

Largest Sales this Quarter

Vanguard Small-Cap ETF
26,024 shares (about $6.25M)
Vanguard Small-Cap Value ETF
27,704 shares (about $5.49M)
Vanguard Total Stock Market ETF
14,414 shares (about $4.18M)
Vanguard S&P 500 ETF
5,479 shares (about $2.95M)
Vanguard Value ETF
12,796 shares (about $2.17M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEfficient Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$109,498,231$5,490,380 -4.8%552,5197.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$107,802,568$4,177,318 -3.7%371,9776.9%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$99,980,071$4,981,637 5.2%1,390,3506.4%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$95,710,176$5,074,841 5.6%1,280,7466.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$94,763,972$2,952,147 -3.0%175,8766.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$94,142,253$6,253,051 -6.2%391,8026.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$91,565,083$2,166,363 -2.3%540,8455.9%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$62,323,986$259,550 0.4%806,5744.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$60,266,409$236,630 0.4%621,9443.9%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$53,660,117$3,218,865 6.4%934,6823.5%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$48,841,144$33,864 -0.1%1,412,0023.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$44,651,962$219,582 0.5%501,2572.9%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$41,378,122$2,575,915 6.6%361,4442.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$40,807,794$2,166,149 5.6%692,4792.6%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$39,722,319$3,673,136 10.2%625,8442.6%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$39,640,130$1,085,504 2.8%1,173,1322.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$39,538,995$2,770,738 7.5%826,8302.5%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$39,276,139$2,560,422 7.0%552,8742.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$36,953,210$3,406,578 10.2%1,429,8012.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$31,599,297$908,895 3.0%405,0672.0%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$31,508,639$771,331 2.5%650,7362.0%Manufacturing
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$31,454,413$955,936 3.1%641,2722.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$28,091,428$483,559 1.8%637,8621.8%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$25,523,526$2,318,262 10.0%1,039,4431.6%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$22,214,315$584,157 2.7%341,3391.4%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$20,110,998$609,551 3.1%345,6691.3%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$14,716,134$1,692,681 13.0%583,2790.9%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$12,064,752$953,633 8.6%475,5520.8%ETF
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$9,471,044$373,406 4.1%193,6030.6%Finance
FlexShares Morningstar US Market Factor Tilt Index Fund stock logo
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
$8,846,364$2,048,113 -18.8%40,9640.6%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$8,135,985$986,076 -10.8%42,6240.5%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$7,468,086$494,506 -6.2%91,0960.5%Manufacturing
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$6,673,648$189,416 -2.8%127,1900.4%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$6,304,003$749,017 13.5%113,2590.4%ETF
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock logo
TLTD
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
$6,281,631$720,570 -10.3%91,1860.4%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$6,262,052$742,952 13.5%96,2210.4%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$3,841,336$602,739 -13.6%29,4630.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,636,932$45,971 1.3%48,1010.2%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,621,100$529,831 -12.8%6,1510.2%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$2,696,107$576,674 27.2%101,4720.2%ETF
WTMF
WisdomTree Managed Futures Strategy Fund
$2,459,560$43,662 1.8%70,4140.2%Finance
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$2,234,528$199,044 -8.2%21,1840.1%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$2,215,071$33,170 -1.5%36,4620.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,161,421$99,490 -4.4%51,6840.1%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,075,505$26,198 -1.2%17,6670.1%ETF
TLTE
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
$1,312,876$173,899 -11.7%25,7670.1%ETF
SPDR Dow Jones Global Real Estate ETF stock logo
RWO
SPDR Dow Jones Global Real Estate ETF
$1,068,775$154,833 -12.7%24,9190.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,002,072$101,539 -9.2%9,4050.1%ETF
iShares Core Aggressive Allocation ETF stock logo
AOA
iShares Core Aggressive Allocation ETF
$704,062$68,031 -8.8%9,1900.0%ETF
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$669,506$29,529 4.6%21,6070.0%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$637,888$44,282 -6.5%4,4080.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$572,562$38,297 -6.3%2,1230.0%ETF
TPLC
Timothy Plan US Large/Mid Cap Core ETF
$514,152$1,884 0.4%12,0050.0%ETF
TPIF
Timothy Plan International ETF
$465,176$2,233 0.5%17,5000.0%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$419,318$18,167 -4.2%6,5780.0%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$411,801$18,986 -4.4%10,0640.0%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$410,123$109,078 -21.0%5,2150.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$393,623$20,380 5.5%5,6010.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$393,256$14,146 -3.5%3,0580.0%ETF
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$312,682$67,958 -17.9%12,3540.0%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$283,885$93,826 -24.8%3,5370.0%ETF
iShares Core Growth Allocation ETF stock logo
AOR
iShares Core Growth Allocation ETF
$283,376$70,729 -20.0%4,9440.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$280,642$280,642 New Holding4790.0%Finance
Timothy Plan US Small Cap Core ETF stock logo
TPSC
Timothy Plan US Small Cap Core ETF
$256,342$898 0.4%6,5650.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$235,345$4,177 1.8%4,5070.0%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$226,433$226,433 New Holding1,9270.0%Manufacturing
WisdomTree U.S. High Dividend Fund stock logo
DHS
WisdomTree U.S. High Dividend Fund
$0$269,342 -100.0%00.0%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$0$268,317 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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