Latest Efficient Advisors, LLC Stock Portfolio

About Efficient Advisors, LLC and 13F Hedge Fund Stock Holdings

Efficient Advisors, LLC is a hedge fund based in MASON, OH. On 13-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.9 Billions. In it's latest 13F Holdings report, Efficient Advisors, LLC reported an equity portfolio of $1.6 Billions as of 30 Sep, 2024.

The top stock holdings of Efficient Advisors, LLC are VB, VB, BIV. The fund has invested 7.3% of it's portfolio in VANGUARD INDEX FDS and 6.9% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), FLEXSHARES TR (ASET) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD MALVERN FDS (VTIP) and VANGUARD SCOTTSDALE FDS (BNDW).

Efficient Advisors, LLC Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by Efficient Advisors, LLC

Additions

Ticker	% Inc.
dimensional etf trust	17.44
dimensional etf trust	17.07
dimensional etf trust	16.08
dimensional etf trust	5.06
dimensional etf trust	3.14
dimensional etf trust	3.01
dimensional etf trust	2.43
vanguard malvern fds	2.17

Additions to existing portfolio by Efficient Advisors, LLC

Reductions

Ticker	% Reduced
spdr index shs fds	-55.79
flexshares tr	-53.61
flexshares tr	-53.58
flexshares tr	-52.32
ishares tr	-9.23
ishares tr	-9.17
vanguard intl equity index f	-8.56
ishares tr	-8.42

Efficient Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Efficient Advisors, LLC

Sector Distribution

Sector	%
Others	100

Market Cap. Distribution

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%
IJR	ishares tr	8.3 %
IJR	ishares tr	7.7 %
IJR	ishares tr	6.8 %
IJR	ishares tr	5.9 %
IJR	ishares tr	5.5 %

Top 5 Winners ($)		$
IJR	ishares tr	2.9 M
IJR	ishares tr	0.8 M
IJR	ishares tr	0.3 M
IJR	ishares tr	0.2 M
IJR	ishares tr	0.2 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Efficient Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Efficient Advisors, LLC

Last Reported on: 12 Nov, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.47	130,800	7,524,910	reduced	-6.15

AAXJ	ishares tr	0.26	34,086	4,203,450	reduced	-5.69

AAXJ	ishares tr	0.16	37,008	2,505,440	reduced	-6.69

AAXJ	ishares tr	0.15	23,071	2,449,880	reduced	-5.89

AAXJ	ishares tr	0.07	10,358	1,125,240	reduced	-6.21

AAXJ	ishares tr	0.03	6,602	530,168	reduced	-2.11

AEMB	american centy etf tr	1.47	332,363	23,488,100	reduced	-3.88

AGZD	wisdomtree tr	0.63	185,970	9,986,570	reduced	-0.01

AGZD	wisdomtree tr	0.15	69,164	2,456,750	reduced	-0.36

AGZD	wisdomtree tr	0.02	2,871	269,342	reduced	-2.64

AOA	ishares tr	0.05	10,078	795,280	reduced	-0.91

AOA	ishares tr	0.04	4,714	662,000	reduced	-3.62

AOA	ishares tr	0.02	6,178	365,986	reduced	-0.24

ASET	flexshares tr	0.67	50,448	10,737,300	reduced	-53.61

ASET	flexshares tr	0.48	101,646	7,623,160	reduced	-53.58

ASET	flexshares tr	0.10	29,180	1,665,790	reduced	-52.32

BIL	spdr ser tr	0.03	15,039	395,220	reduced	-3.01

BIV	vanguard bd index fds	6.22	1,321,070	99,225,900	reduced	-0.95

BIV	vanguard bd index fds	5.96	1,212,840	95,050,100	reduced	-2.14

BIV	vanguard bd index fds	3.96	803,215	63,204,900	reduced	-2.86