Portfolio (Quarterly)
Guide ↗
Efficient Advisors, LLC
· CIK 0001542164| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 375,633.0 | $125.9M | 7.35% | -9K | -2.4% | $335.27 | +9.4% |
| 2 | VBR | VANGUARD INDEX FDS | — | 567,985.0 | $120.3M | 7.02% | -47K | -7.7% | $211.79 | +9.9% |
| 3 | VOO | VANGUARD INDEX FDS | — | 179,276.0 | $112.4M | 6.56% | -4K | -2.2% | $627.13 | +9.3% |
| 4 | VTV | VANGUARD INDEX FDS | — | 582,862.0 | $111.3M | 6.50% | -4K | -0.7% | $190.99 | +10.4% |
| 5 | VB | VANGUARD INDEX FDS | — | 418,748.0 | $108.0M | 6.30% | -21K | -4.9% | $257.95 | +12.1% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | — | 880,541.0 | $64.8M | 3.78% | -11K | -1.2% | $73.56 | +12.1% |
| 7 | BSV | VANGUARD BD INDEX FDS | — | 770,620.0 | $60.7M | 3.54% | -71K | -8.5% | $78.81 | -1.2% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | — | 1,326,179.0 | $52.5M | 3.06% | -275K | -17.2% | $39.59 | +10.1% |
| 9 | AGG | ISHARES TR | — | 494,617.0 | $49.4M | 2.88% | -126K | -20.3% | $99.88 | -1.4% |
| 10 | VXUS | VANGUARD STAR FDS | — | 638,958.0 | $48.2M | 2.81% | -11K | -1.7% | $75.44 | +12.0% |
| 11 | VPL | VANGUARD INTL EQUITY INDEX F | — | 528,254.0 | $47.8M | 2.79% | -5K | -0.9% | $90.40 | +23.8% |
| 12 | DUHP | DIMENSIONAL ETF TRUST | — | 1,130,037.0 | $43.0M | 2.51% | -192K | -14.5% | $38.03 | +7.0% |
| 13 | DFIC | DIMENSIONAL ETF TRUST | — | 1,170,010.0 | $40.3M | 2.35% | -230K | -16.4% | $34.46 | +10.0% |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | — | 615,438.0 | $33.1M | 1.93% | -17K | -2.6% | $53.76 | +9.7% |
| 15 | DFIS | DIMENSIONAL ETF TRUST | — | 840,773.0 | $27.7M | 1.62% | -163K | -16.3% | $32.94 | +10.2% |
| 16 | AVDV | AMERICAN CENTY ETF TR | — | 199,404.0 | $18.7M | 1.09% | -53K | -20.9% | $93.97 | +15.2% |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | — | 314,362.0 | $18.5M | 1.08% | -83K | -20.8% | $58.73 | -0.9% |
| 18 | DIHP | DIMENSIONAL ETF TRUST | — | 506,964.0 | $16.1M | 0.94% | -95K | -15.8% | $31.66 | +7.5% |
| 19 | DFAE | DIMENSIONAL ETF TRUST | — | 412,468.0 | $13.4M | 0.78% | -85K | -17.1% | $32.57 | +19.9% |
| 20 | DGS | WISDOMTREE TR | — | 140,893.0 | $8.1M | 0.47% | -38K | -21.4% | $57.24 | +13.3% |
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%