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 | — | 713,174.0 | $35.3M | 2.06% | +20K | +2.9% | $49.46 | +1.5% |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | — | 724,128.0 | $35.0M | 2.04% | +15K | +2.1% | $48.32 | -0.5% |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | — | 615,438.0 | $33.1M | 1.93% | -17K | -2.6% | $53.76 | +9.7% |
| 24 | DFIS | DIMENSIONAL ETF TRUST | — | 840,773.0 | $27.7M | 1.62% | -163K | -16.3% | $32.94 | +10.2% |
| 25 | AVDV | AMERICAN CENTY ETF TR | — | 199,404.0 | $18.7M | 1.09% | -53K | -20.9% | $93.97 | +15.2% |
| 26 | VGSH | VANGUARD SCOTTSDALE FDS | — | 314,362.0 | $18.5M | 1.08% | -83K | -20.8% | $58.73 | -0.9% |
| 27 | DIHP | DIMENSIONAL ETF TRUST | — | 506,964.0 | $16.1M | 0.94% | -95K | -15.8% | $31.66 | +7.5% |
| 28 | DFAE | DIMENSIONAL ETF TRUST | — | 412,468.0 | $13.4M | 0.78% | -85K | -17.1% | $32.57 | +19.9% |
| 29 | DFAT | DIMENSIONAL ETF TRUST | — | 165,281.0 | $9.8M | 0.57% | +20K | +14.1% | $59.54 | +12.4% |
| 30 | DFAS | DIMENSIONAL ETF TRUST | — | 138,942.0 | $9.7M | 0.56% | +17K | +13.5% | $69.67 | +11.3% |
| 31 | DGS | WISDOMTREE TR | — | 140,893.0 | $8.1M | 0.47% | -38K | -21.4% | $57.24 | +13.3% |
| 32 | IVE | ISHARES TR | — | 26,635.0 | $5.6M | 0.33% | -2K | -8.0% | $212.07 | +7.5% |
| 33 | SHY | ISHARES TR | — | 62,009.0 | $5.1M | 0.30% | -14K | -18.1% | $82.82 | -0.8% |
| 34 | EFV | ISHARES TR | — | 67,824.0 | $4.8M | 0.28% | -3K | -4.8% | $71.41 | +10.1% |
| 35 | DISV | DIMENSIONAL ETF TRUST | — | 114,208.0 | $4.3M | 0.25% | +11K | +10.8% | $38.00 | +10.7% |
| 36 | TILT | FLEXSHARES TR | — | 16,661.0 | $4.1M | 0.24% | -871.0 | -5.0% | $248.69 | +9.2% |
| 37 | IVV | ISHARES TR | — | 4,281.0 | $2.9M | 0.17% | +93.0 | +2.2% | $685.01 | +9.4% |
| 38 | IWC | ISHARES TR | — | 17,475.0 | $2.8M | 0.16% | -2K | -11.2% | $157.70 | +18.4% |
| 39 | EFA | ISHARES TR | — | 25,697.0 | $2.5M | 0.14% | -2K | -7.0% | $96.03 | +8.3% |
| 40 | TLTD | FLEXSHARES TR | — | 26,149.0 | $2.4M | 0.14% | -1K | -4.2% | $92.73 | +8.3% |
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%