Portfolio (Quarterly)
Guide ↗
Efficient Advisors, LLC
· CIK 0001542164| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VTIP | VANGUARD MALVERN FDS | — | 693,104.0 | $35.1M | 1.98% | NEW | — | $50.63 | -0.7% |
| 22 | VCSH | VANGUARD SCOTTSDALE FDS | — | 438,956.0 | $35.1M | 1.98% | NEW | — | $79.93 | -1.3% |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | — | 632,107.0 | $34.2M | 1.93% | NEW | — | $54.18 | +8.3% |
| 24 | DFIS | DIMENSIONAL ETF TRUST | — | 1,004,044.0 | $31.8M | 1.79% | NEW | — | $31.63 | +14.6% |
| 25 | VGSH | VANGUARD SCOTTSDALE FDS | — | 397,023.0 | $23.4M | 1.32% | NEW | — | $58.85 | -1.1% |
| 26 | AVDV | AMERICAN CENTY ETF TR | — | 252,143.0 | $22.4M | 1.26% | NEW | — | $89.03 | +21.7% |
| 27 | DIHP | DIMENSIONAL ETF TRUST | — | 601,778.0 | $18.3M | 1.03% | NEW | — | $30.39 | +12.3% |
| 28 | DFAE | DIMENSIONAL ETF TRUST | — | 497,509.0 | $15.7M | 0.88% | NEW | — | $31.53 | +23.8% |
| 29 | DGS | WISDOMTREE TR | — | 179,319.0 | $10.2M | 0.58% | NEW | — | $57.10 | +12.4% |
| 30 | DFAT | DIMENSIONAL ETF TRUST | — | 144,916.0 | $8.4M | 0.47% | NEW | — | $58.21 | +14.2% |
| 31 | DFAS | DIMENSIONAL ETF TRUST | — | 122,418.0 | $8.4M | 0.47% | NEW | — | $68.46 | +12.3% |
| 32 | SHY | ISHARES TR | — | 75,697.0 | $6.3M | 0.35% | NEW | — | $82.96 | -1.0% |
| 33 | IVE | ISHARES TR | — | 28,944.0 | $6.0M | 0.34% | NEW | — | $206.51 | +9.5% |
| 34 | EFV | ISHARES TR | — | 71,249.0 | $4.8M | 0.27% | NEW | — | $67.83 | +16.5% |
| 35 | TILT | FLEXSHARES TR | — | 17,532.0 | $4.2M | 0.24% | NEW | — | $242.29 | +11.0% |
| 36 | DISV | DIMENSIONAL ETF TRUST | — | 103,089.0 | $3.7M | 0.21% | NEW | — | $35.69 | +18.3% |
| 37 | IWC | ISHARES TR | — | 19,683.0 | $2.9M | 0.17% | NEW | — | $149.09 | +24.3% |
| 38 | IVV | ISHARES TR | — | 4,188.0 | $2.8M | 0.16% | NEW | — | $669.30 | +11.5% |
| 39 | EFA | ISHARES TR | — | 27,620.0 | $2.6M | 0.14% | NEW | — | $93.37 | +11.6% |
| 40 | TLTD | FLEXSHARES TR | — | 27,304.0 | $2.4M | 0.14% | NEW | — | $88.73 | +13.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
100.0%