Latest Efficient Frontier Advisors LLC Stock Portfolio
$141Million
About Efficient Frontier Advisors LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Efficient Frontier Advisors LLC reported an equity portfolio of $141.9 Millions as of 30 Jun, 2024.
The top stock holdings of Efficient Frontier Advisors LLC are DMXF, DFAC, DFAC. The fund has invested 27.1% of it's portfolio in ISHARES TR and 21.8% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC) and VANECK ETF TRUST (AFK). Efficient Frontier Advisors LLC opened new stock positions in VANGUARD INDEX FDS (VOO) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (DMXF) and INVESCO EXCH TRADED FD TR II (SPHD).
The top stock holdings of Efficient Frontier Advisors LLC are DMXF, DFAC, DFAC. The fund has invested 27.1% of it's portfolio in ISHARES TR and 21.8% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC) and VANECK ETF TRUST (AFK). Efficient Frontier Advisors LLC opened new stock positions in VANGUARD INDEX FDS (VOO) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (DMXF) and INVESCO EXCH TRADED FD TR II (SPHD).
Efficient Frontier Advisors LLC Equity Portfolio Value
Last Reported on: 18 Jul, 2024
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 9,280,000 |
| dimensional etf trust | 4,285,000 |
| dimensional etf trust | 423,000 |
New stocks bought by Efficient Frontier Advisors LLC
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 88.53 |
| ishares tr | 26.81 |
| invesco exch traded fd tr ii | 1.48 |
| american centy etf tr | 0.97 |
| invesco exch traded fd tr ii | 0.91 |
| dimensional etf trust | 0.85 |
| dimensional etf trust | 0.77 |
| invesco exchange traded fd t | 0.45 |
Additions to existing portfolio by Efficient Frontier Advisors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| dimensional etf trust | -12.85 |
| vaneck etf trust | -1.87 |
| dimensional etf trust | -0.79 |
Efficient Frontier Advisors LLC reduced stake in above stock
Sold off
Efficient Frontier Advisors LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Efficient Frontier Advisors LLC
Last Reported on: 18 Jul, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AEMB | american centy etf tr | 1.67 | 36,441 | 2,367,000 | added | 0.18 | ||
| AEMB | american centy etf tr | 0.16 | 4,765 | 232,000 | added | 0.97 | ||
| AFK | vaneck etf trust | 2.70 | 112,950 | 3,832,000 | reduced | -1.87 | ||
| CSD | invesco exchange traded fd t | 0.20 | 7,666 | 291,000 | added | 0.41 | ||
| CSD | invesco exchange traded fd t | 0.18 | 6,670 | 254,000 | added | 0.45 | ||
| DFAC | dimensional etf trust | 21.76 | 786,207 | 30,874,000 | reduced | -0.79 | ||
| DFAC | dimensional etf trust | 18.23 | 498,684 | 25,867,000 | reduced | -12.85 | ||
| DFAC | dimensional etf trust | 14.47 | 571,292 | 20,532,000 | added | 0.85 | ||
| DFAC | dimensional etf trust | 3.02 | 148,899 | 4,285,000 | new | |||
| DFAC | dimensional etf trust | 2.50 | 58,915 | 3,540,000 | added | 0.77 | ||
| DFAC | dimensional etf trust | 0.75 | 39,345 | 1,059,000 | added | 88.53 | ||
| DFAC | dimensional etf trust | 0.30 | 15,366 | 423,000 | new | |||
| DMXF | ishares tr | 27.15 | 382,390 | 38,510,000 | added | 26.81 | ||
| SPHD | invesco exch traded fd tr ii | 0.20 | 8,908 | 288,000 | added | 0.91 | ||
| SPHD | invesco exch traded fd tr ii | 0.16 | 11,075 | 224,000 | added | 1.48 | ||
| VOO | vanguard index fds | 6.54 | 34,689 | 9,280,000 | new | |||