Efficient Frontier Advisors LLC Top Holdings and 13F Report (2024) About Efficient Frontier Advisors LLCInvestment ActivityEfficient Frontier Advisors LLC has $154.52 thousand in total holdings as of September 30, 2024.Efficient Frontier Advisors LLC owns shares of 18 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.72% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, Efficient Frontier Advisors LLC has purchased 16 new stocks and bought additional shares in 11 stocks.Efficient Frontier Advisors LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $41,760Dimensional US Marketwide Value ETF $33,155Dimensional U.S. Targeted Value ETF $27,991Dimensional International Value ETF $21,994Vanguard Total Stock Market ETF $9,823 Largest New Holdings this Quarter AMERICAN CENTY ETF TR $227 HoldingVanguard Short-Term Treasury Index ETF $200 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 32,223 shares (about $3.25K)Dimensional International Small Cap Value ETF 24,763 shares (about $719.62)Dimensional Emerging Markets Value ETF 16,739 shares (about $476.54)Dimensional US Marketwide Value ETF 9,078 shares (about $378.46)Dimensional U.S. Targeted Value ETF 4,478 shares (about $249.11) Largest Sales this Quarter VanEck Gold Miners ETF 7,339 shares (about $292.21) 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 PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$41,760$3,246 ▲8.4%414,61327.0%ETFDFUVDimensional US Marketwide Value ETF$33,155$378 ▲1.2%795,28521.5%ETFDFATDimensional U.S. Targeted Value ETF$27,991$249 ▲0.9%503,16218.1%ETFDFIVDimensional International Value ETF$21,994$239 ▲1.1%577,56114.2%ETFVTIVanguard Total Stock Market ETF$9,8230.0%34,6896.4%ETFDFSVDimensional US Small Cap Value ETF$4,5860.0%148,8993.0%ETFGDXVanEck Gold Miners ETF$4,205$292 ▼-6.5%105,6112.7%ETFDFASDimensional U.S. Small Cap ETF$3,824$2 ▲0.1%58,9522.5%ETFAVDVAvantis International Small Cap Value ETF$2,5750.0%36,4411.7%ETFDISVDimensional International Small Cap Value ETF$1,863$720 ▲62.9%64,1081.2%ETFDFEVDimensional Emerging Markets Value ETF$914$477 ▲108.9%32,1050.6%ETFPDNInvesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF$315$2 ▲0.7%8,9730.2%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$312$1 ▲0.3%7,6910.2%ManufacturingPRFInvesco FTSE RAFI US 1000 ETF$278$1 ▲0.5%6,7010.2%ETFAVESAvantis Emerging Markets Value ETF$2480.0%4,7650.2%ETFPXHInvesco FTSE RAFI Emerging Markets ETF$247$4 ▲1.5%11,2430.2%ETFAMERICAN CENTY ETF TR$227$227 ▲New Holding3,8610.1%AVANTIS EMERGINGVGSHVanguard Short-Term Treasury Index ETF$200$200 ▲New Holding3,3870.1%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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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.
