Efficient Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Efficient Advisors, LLC reported 68 stock positions worth $1.6 billion. Its top holding was Vngrd Mrngst SL-CP Val ETF-U (VBR) at 7.4% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 6.6%) and Vanguard Most SM-Cap ETF-Usd (VB, 6.4%). Compared with Q4 2023, it opened 3 new positions, added to 31 and reduced 34. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +1%) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −9%).
- Most Recent 13F
- Q1 2026
- Location
- BEAVERTON, OR
- CIK
- 0001542164
- Portfolio Value
- $1.6B (Q1 2024)
- SEC Filing
- 0001765380-24-000203 ↗ filed May 9, 2024
Holdings Value
Holdings 68 stocks · $1.6B
| VBR Vngrd Mrngst SL-CP Val ETF-U | 7.36% | 597,685 | $114.7M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 6.60% | 395,744 | $102.9M | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.36% | 433,389 | $99.1M | Reduce -1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.00% | 573,912 | $93.5M | Reduce -0.2% |
| BND Vanguard Total Bond Market | 5.94% | 1,274,440 | $92.6M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 5.78% | 187,516 | $90.1M | Reduce -0.8% |
| BIV Vanguard Intermediate-Term B | 5.75% | 1,187,892 | $89.6M | Add +2.1% |
| AGG iShares Core U.S. Aggregate | 4.43% | 705,539 | $69.1M | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 4.12% | 838,659 | $64.3M | Add +3.4% |
| VEU Vanguard Ftse All-World Ex-U | 3.27% | 869,146 | $51.0M | Add +3.5% |
| DFAC Dimensional US Core Equity 2 | 2.92% | 1,423,088 | $45.5M | Add +0.9% |
| VNQ Vanguard Real Estate ETF | 2.79% | 503,470 | $43.5M | Add +3.2% |
| VSS Vanguard Ftse All Wo X-US SC | 2.52% | 335,972 | $39.3M | Add +5.0% |
| VXUS Vanguard Total Intl Stock | 2.49% | 643,096 | $38.8M | Add +3.0% |
| VEA Vanguard Ftse Developed ETF | 2.43% | 755,201 | $37.9M | Add +2.3% |
| VGK Vanguard Ftse Europe ETF | 2.43% | 562,452 | $37.9M | Add +2.3% |
| VPL Vanguard Ftse Pacific ETF | 2.43% | 497,225 | $37.8M | Add +1.8% |
| DUHP Dimensional US High Profi Et | 2.30% | 1,135,705 | $35.9M | Add +0.8% |
| DFIC Dimensional International Co. | 2.17% | 1,266,451 | $33.9M | Add +4.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.87% | 592,245 | $29.1M | Add +2.6% |
| VTIP Vanguard Short-Term Tips | 1.86% | 603,846 | $28.9M | Add +2.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.85% | 372,966 | $28.8M | Add +2.2% |
| VWO Vanguard Ftse Emerging Marke | 1.68% | 625,806 | $26.1M | Add +6.7% |
| AVDV Avantis Intl S/C Value ETF | 1.67% | 395,203 | $26.0M | Reduce -2.2% |
| DFIS Dimensional International SM | 1.52% | 942,616 | $23.6M | Add +4.6% |
| TILT NT Mstar US Ftilt ETF | 1.49% | 117,016 | $23.2M | Reduce -4.2% |
| VGSH Vanguard Short-Term Treasury | 1.28% | 344,280 | $20.0M | Add +7.3% |
| TLTD NT Dev Exus Ftilt ETF | 1.07% | 232,826 | $16.7M | Reduce -1.6% |
| DIHP Dimensional International Hi | 0.84% | 488,918 | $13.2M | Add +3.5% |
| IVE iShares S&P 500 Value ETF | 0.73% | 60,992 | $11.4M | Reduce -9.4% |
| DFAE Dimensional Emerging Core Eq | 0.67% | 420,802 | $10.4M | Add +8.1% |
| DGS Wisdomtree Em Small Cap | 0.66% | 202,757 | $10.3M | Add +0.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.64% | 121,811 | $10.0M | Reduce -0.3% |
| EFV iShares MSCI Eafe Value ETF | 0.59% | 167,823 | $9.1M | Reduce -6.6% |
| IWC iShares Micro-Cap ETF | 0.33% | 43,045 | $5.2M | Reduce -12.6% |
| IVV iShares Core S&P 500 ETF | 0.32% | 9,592 | $5.0M | Reduce -11.7% |
| EFA iShares MSCI Eafe ETF | 0.30% | 58,955 | $4.7M | Reduce -9.3% |
| DFAT Dimensional US Target Value | 0.25% | 70,280 | $3.8M | Add +10.5% |
| DFAS Dimensional US Small Cap ETF | 0.24% | 59,921 | $3.7M | Add +10.2% |
| TLTE NT Emg MKTS Ftilt ETF | 0.22% | 65,811 | $3.4M | Add +0.6% |
| WTMF Wisdomtree MGD Futures Strat | 0.21% | 87,312 | $3.3M | Reduce -9.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.19% | 47,450 | $3.0M | Reduce -6.6% |
| EEM iShares MSCI Emerging Market | 0.18% | 69,162 | $2.8M | Reduce -4.3% |
| SUB iShares Short-Term National | 0.18% | 26,823 | $2.8M | Add +1.8% |
| RWO State Street SPDR Dow Jones | 0.18% | 65,432 | $2.8M | Reduce -0.6% |
| VT Vanguard Tot World STK ETF | 0.13% | 18,969 | $2.1M | Reduce -4.6% |
| DISV Dimensional International SM | 0.10% | 57,834 | $1.6M | Add +14.4% |
| MUB iShares National Muni Bond E | 0.08% | 11,960 | $1.3M | Reduce -0.3% |
| AOA iShares Core 80/20 Aggressiv | 0.05% | 10,816 | $795K | Reduce -4.9% |
| GWX State Street SPDR S&P Intern | 0.05% | 24,195 | $786K | Reduce -5.6% |
| IWL iShares Russell Top 200 ETF | 0.05% | 6,122 | $778K | Reduce -4.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 2,934 | $703K | Reduce -4.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 6,751 | $525K | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 6,511 | $483K | Reduce -3.5% |
| ITOT iShares Core S&P Total U.S. | 0.03% | 4,079 | $470K | Reduce -19.7% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.03% | 11,021 | $464K | New |
| DFUV Dimensional US Marketwide Va | 0.03% | 10,736 | $439K | Reduce -5.7% |
| DFUS Dimensional US Eq MKT ETF | 0.03% | 7,393 | $421K | Reduce -5.6% |
| TPIF Timothy Plan Intl ETF | 0.03% | 15,301 | $417K | New |
| SCHH Schwab US REIT ETF | 0.03% | 19,813 | $402K | Reduce -12.2% |
| SPIP SS SPDR P Tips ETF | 0.03% | 15,457 | $396K | Add +0.1% |
| AOR iShares Core 60/40 Balanced | 0.02% | 6,957 | $387K | Add +1.4% |
| VCIT Vanguard Int-Term Corporate | 0.02% | 4,729 | $381K | Reduce -1.7% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.02% | 8,578 | $361K | Reduce -11.7% |
| IEMG iShares Core MSCI Emerging | 0.02% | 5,505 | $284K | Add +1.9% |
| DHS Wisdomtree US High Dividend | 0.02% | 3,068 | $266K | Reduce -3.1% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 2,188 | $265K | Reduce -6.7% |
| TPSC Timothy Plan US Small Cap Co. | 0.01% | 5,497 | $202K | New |
Portfolio Sells Q4 2023 → Q1 2024
| IVE iShares S&P 500 Value ETF | Reduce -9.4% | 0.73% | −0.06 |
| IWC iShares Micro-Cap ETF | Reduce -12.6% | 0.33% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Reduce -6.6% | 0.59% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.3% | 0.64% | −0.04 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.2% | 1.67% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -9.3% | 0.30% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -11.7% | 0.32% | −0.03 |
| TLTD NT Dev Exus Ftilt ETF | Reduce -1.6% | 1.07% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -6.6% | 0.19% | −0.02 |
| WTMF Wisdomtree MGD Futures Strat | Reduce -9.9% | 0.21% | −0.02 |
| TILT NT Mstar US Ftilt ETF | Reduce -4.2% | 1.49% | −0.02 |
| RWO State Street SPDR Dow Jones | Reduce -0.6% | 0.18% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -4.3% | 0.18% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.9% | 6.36% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -19.7% | 0.03% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -12.2% | 0.03% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -0.3% | 0.08% | −0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -11.7% | 0.02% | −0.00 |
| GWX State Street SPDR S&P Intern | Reduce -5.6% | 0.05% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -4.6% | 0.13% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.3% | 0.03% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -4.9% | 0.05% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.7% | 0.02% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.5% | 0.03% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.7% | 0.02% | −0.00 |
| DHS Wisdomtree US High Dividend | Reduce -3.1% | 0.02% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -5.6% | 0.03% | −0.00 |
| DFUV Dimensional US Marketwide Va | Reduce -5.7% | 0.03% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.6% | 0.05% | −0.00 |
| IWL iShares Russell Top 200 ETF | Reduce -4.5% | 0.05% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.8% | 7.36% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.2% | 6.60% | +0.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 6.00% | +0.19 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 5.78% | +0.21 |
Portfolio Buys Q4 2023 → Q1 2024
| DFAC Dimensional US Core Equity 2 | Add +0.9% | 2.92% | +0.13 |
| DUHP Dimensional US High Profi Et | Add +0.8% | 2.30% | +0.13 |
| VEU Vanguard Ftse All-World Ex-U | Add +3.5% | 3.27% | +0.09 |
| DFIC Dimensional International Co. | Add +4.4% | 2.17% | +0.08 |
| VPL Vanguard Ftse Pacific ETF | Add +1.8% | 2.43% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +6.7% | 1.68% | +0.05 |
| DFIS Dimensional International SM | Add +4.6% | 1.52% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +3.0% | 2.49% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +2.3% | 2.43% | +0.04 |
| VGK Vanguard Ftse Europe ETF | Add +2.3% | 2.43% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +8.1% | 0.67% | +0.03 |
| VSS Vanguard Ftse All Wo X-US SC | Add +5.0% | 2.52% | +0.03 |
| TPLC Timothy PLN US LRG/Mid Cap | New | 0.03% | +0.03 |
| TPIF Timothy Plan Intl ETF | New | 0.03% | +0.03 |
| DIHP Dimensional International Hi | Add +3.5% | 0.84% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +10.2% | 0.24% | +0.02 |
| DFAT Dimensional US Target Value | Add +10.5% | 0.25% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +7.3% | 1.28% | +0.02 |
| DISV Dimensional International SM | Add +14.4% | 0.10% | +0.01 |
| TPSC Timothy Plan US Small Cap Co. | New | 0.01% | +0.01 |
| AOR iShares Core 60/40 Balanced | Add +1.4% | 0.02% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +1.9% | 0.02% | −0.00 |
| SPIP SS SPDR P Tips ETF | Add +0.1% | 0.03% | −0.00 |
| SUB iShares Short-Term National | Add +1.8% | 0.18% | −0.01 |
| TLTE NT Emg MKTS Ftilt ETF | Add +0.6% | 0.22% | −0.01 |
| DGS Wisdomtree Em Small Cap | Add +0.5% | 0.66% | −0.02 |
| VTIP Vanguard Short-Term Tips | Add +2.7% | 1.86% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.6% | 1.87% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.2% | 1.85% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Add +3.4% | 4.12% | −0.09 |
| VNQ Vanguard Real Estate ETF | Add +3.2% | 2.79% | −0.12 |
| AGG iShares Core U.S. Aggregate | Add +2.6% | 4.43% | −0.17 |
| BIV Vanguard Intermediate-Term B | Add +2.1% | 5.75% | −0.26 |
| BND Vanguard Total Bond Market | Add +1.7% | 5.94% | −0.29 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 58 | $1.4B | BND, BIV, VTI, VOO, VTV |
| Q4 2025Amended | 58 | $1.7B | VTI, VBR, VOO, BND, VTV |
| Q3 2025 | 58 | $1.8B | VBR, VTI, VOO, BND, VB |
| Q2 2025 | 96 | $1.7B | VBR, VTI, BND, VOO, VB |
| Q1 2025Amended | 61 | $1.5B | VBR, BND, VTI, BIV, VTV |
| Q4 2024 | 66 | $1.6B | VBR, VTI, BND, BIV, VOO |
| Q3 2024 | 66 | $1.6B | VBR, VTI, BND, VB, VTV |
| Q2 2024 | 66 | $1.5B | VBR, VTI, BND, VB, VOO |
| Q1 2024 | 68 | $1.6B | VBR, VTI, VB, VTV, BND |