Efficient Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Efficient Advisors, LLC reported 66 stock positions worth $1.6 billion. Its top holding was Vngrd Mrngst SL-CP Val ETF-U (VBR) at 7.3% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 6.9%) and Vanguard Total Bond Market (BND, 6.2%). Compared with Q2 2024, it added to 20 and reduced 46. The biggest buy was Dimensional International (DFIC, shares +3%) and the biggest sale NT Mstar US Ftilt ETF (TILT, shares −54%).
- Most Recent 13F
- Q1 2026
- Location
- BEAVERTON, OR
- CIK
- 0001542164
- Portfolio Value
- $1.6B (Q3 2024)
- SEC Filing
- 0001765380-24-000424 ↗ filed Nov 12, 2024
Holdings Value
Holdings 66 stocks · $1.6B
| VBR Vngrd Mrngst SL-CP Val ETF-U | 7.31% | 580,223 | $116.5M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 6.86% | 386,391 | $109.4M | Reduce -2.5% |
| BND Vanguard Total Bond Market | 6.22% | 1,321,074 | $99.2M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.22% | 417,826 | $99.1M | Reduce -3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.06% | 553,641 | $96.6M | Reduce -4.1% |
| VOO Vanguard S&P 500 ETF | 6.00% | 181,355 | $95.7M | Reduce -3.1% |
| BIV Vanguard Intermediate-Term B | 5.96% | 1,212,837 | $95.1M | Reduce -2.1% |
| BSV Vanguard Short-Term Bond ETF | 3.96% | 803,215 | $63.2M | Reduce -2.9% |
| AGG iShares Core U.S. Aggregate | 3.94% | 619,502 | $62.7M | Reduce -6.0% |
| VEU Vanguard Ftse All-World Ex-U | 3.47% | 878,614 | $55.4M | Add +0.3% |
| VNQ Vanguard Real Estate ETF | 3.05% | 498,792 | $48.6M | Reduce -7.4% |
| DFAC Dimensional US Core Equity 2 | 3.04% | 1,412,981 | $48.5M | Add +0.8% |
| VSS Vanguard Ftse All Wo X-US SC | 2.68% | 338,943 | $42.7M | Add +0.4% |
| VXUS Vanguard Total Intl Stock | 2.66% | 655,721 | $42.5M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 2.55% | 768,889 | $40.6M | Reduce -0.1% |
| VPL Vanguard Ftse Pacific ETF | 2.54% | 516,832 | $40.5M | Reduce -1.0% |
| VGK Vanguard Ftse Europe ETF | 2.53% | 567,972 | $40.4M | Add +1.1% |
| DUHP Dimensional US High Profi Et | 2.44% | 1,141,007 | $38.9M | Reduce -0.1% |
| DFIC Dimensional International Co. | 2.29% | 1,297,993 | $36.5M | Add +3.1% |
| VTIP Vanguard Short-Term Tips | 1.96% | 634,806 | $31.3M | Add +2.2% |
| BNDX Vanguard Total Intl Bond ETF | 1.96% | 621,783 | $31.3M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.96% | 393,416 | $31.2M | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 1.88% | 626,882 | $30.0M | Add +1.1% |
| DFIS Dimensional International SM | 1.59% | 945,032 | $25.4M | Add +2.4% |
| AVDV Avantis Intl S/C Value ETF | 1.47% | 332,363 | $23.5M | Reduce -3.9% |
| VGSH Vanguard Short-Term Treasury | 1.24% | 335,192 | $19.8M | Add +1.6% |
| DIHP Dimensional International Hi | 0.90% | 516,189 | $14.3M | Add +3.0% |
| DFAE Dimensional Emerging Core Eq | 0.75% | 437,963 | $12.0M | Add +5.1% |
| TILT NT Mstar US Ftilt ETF | 0.67% | 50,448 | $10.7M | Reduce -53.6% |
| DGS Wisdomtree Em Small Cap | 0.63% | 185,970 | $10.0M | Reduce -0.0% |
| IVE iShares S&P 500 Value ETF | 0.59% | 47,790 | $9.4M | Reduce -6.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.51% | 97,128 | $8.1M | Reduce -9.2% |
| TLTD NT Dev Exus Ftilt ETF | 0.48% | 101,646 | $7.6M | Reduce -53.6% |
| EFV iShares MSCI Eafe Value ETF | 0.47% | 130,800 | $7.5M | Reduce -6.2% |
| DFAT Dimensional US Target Value | 0.35% | 99,802 | $5.6M | Add +17.1% |
| DFAS Dimensional US Small Cap ETF | 0.34% | 84,805 | $5.5M | Add +16.1% |
| IWC iShares Micro-Cap ETF | 0.26% | 34,086 | $4.2M | Reduce -5.7% |
| IVV iShares Core S&P 500 ETF | 0.26% | 7,051 | $4.1M | Reduce -8.4% |
| EFA iShares MSCI Eafe ETF | 0.25% | 47,493 | $4.0M | Reduce -4.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.16% | 37,008 | $2.5M | Reduce -6.7% |
| EEM iShares MSCI Emerging Market | 0.16% | 54,063 | $2.5M | Reduce -4.8% |
| WTMF Wisdomtree MGD Futures Strat | 0.15% | 69,164 | $2.5M | Reduce -0.4% |
| SUB iShares Short-Term National | 0.15% | 23,071 | $2.4M | Reduce -5.9% |
| DISV Dimensional International SM | 0.15% | 79,768 | $2.3M | Add +17.4% |
| VT Vanguard Tot World STK ETF | 0.13% | 17,890 | $2.1M | Reduce -8.6% |
| TLTE NT Emg MKTS Ftilt ETF | 0.10% | 29,180 | $1.7M | Reduce -52.3% |
| RWO State Street SPDR Dow Jones | 0.09% | 28,529 | $1.4M | Reduce -55.8% |
| MUB iShares National Muni Bond E | 0.07% | 10,358 | $1.1M | Reduce -6.2% |
| AOA iShares Core 80/20 Aggressiv | 0.05% | 10,078 | $795K | Reduce -0.9% |
| GWX State Street SPDR S&P Intern | 0.04% | 20,654 | $705K | Reduce -0.9% |
| IWL iShares Russell Top 200 ETF | 0.04% | 4,714 | $662K | Reduce -3.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 2,265 | $596K | Reduce -3.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 6,602 | $530K | Reduce -2.1% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.03% | 11,961 | $526K | Add +0.3% |
| TPIF Timothy Plan Intl ETF | 0.03% | 17,416 | $503K | Add +0.6% |
| DFUV Dimensional US Marketwide Va | 0.03% | 10,528 | $439K | Reduce -0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.03% | 6,863 | $427K | Reduce -4.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 5,311 | $415K | Reduce -1.1% |
| ITOT iShares Core S&P Total U.S. | 0.03% | 3,168 | $398K | Reduce -9.2% |
| SPIP SS SPDR P Tips ETF | 0.02% | 15,039 | $395K | Reduce -3.0% |
| VCIT Vanguard Int-Term Corporate | 0.02% | 4,706 | $394K | Reduce -1.1% |
| AOR iShares Core 60/40 Balanced | 0.02% | 6,178 | $366K | Reduce -0.2% |
| DHS Wisdomtree US High Dividend | 0.02% | 2,871 | $269K | Reduce -2.6% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 2,093 | $268K | Reduce -0.4% |
| TPSC Timothy Plan US Small Cap Co. | 0.02% | 6,542 | $255K | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 0.02% | 4,427 | $254K | Reduce -0.0% |
Portfolio Sells Q2 2024 → Q3 2024
| TILT NT Mstar US Ftilt ETF | Reduce -53.6% | 0.67% | −0.74 |
| TLTD NT Dev Exus Ftilt ETF | Reduce -53.6% | 0.48% | −0.51 |
| AGG iShares Core U.S. Aggregate | Reduce -6.0% | 3.94% | −0.22 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.9% | 3.96% | −0.15 |
| TLTE NT Emg MKTS Ftilt ETF | Reduce -52.3% | 0.10% | −0.11 |
| RWO State Street SPDR Dow Jones | Reduce -55.8% | 0.09% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -3.1% | 6.00% | −0.07 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -9.2% | 0.51% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -2.1% | 5.96% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -8.4% | 0.26% | −0.02 |
| SUB iShares Short-Term National | Reduce -5.9% | 0.15% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.5% | 6.86% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -0.9% | 6.22% | −0.01 |
| WTMF Wisdomtree MGD Futures Strat | Reduce -0.4% | 0.15% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -6.0% | 0.59% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -8.6% | 0.13% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -6.2% | 0.47% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -6.2% | 0.07% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -4.9% | 0.25% | −0.00 |
| IWC iShares Micro-Cap ETF | Reduce -5.7% | 0.26% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -9.2% | 0.03% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -4.8% | 0.16% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -6.7% | 0.16% | −0.00 |
| IWL iShares Russell Top 200 ETF | Reduce -3.6% | 0.04% | −0.00 |
| SPIP SS SPDR P Tips ETF | Reduce -3.0% | 0.02% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -4.4% | 0.03% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.4% | 0.04% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -2.1% | 0.03% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.1% | 0.02% | 0.00 |
| AOR iShares Core 60/40 Balanced | Reduce -0.2% | 0.02% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.9% | 0.05% | +0.00 |
| DFUV Dimensional US Marketwide Va | Reduce -0.5% | 0.03% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.0% | 0.02% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.1% | 0.03% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.4% | 0.02% | +0.00 |
| DHS Wisdomtree US High Dividend | Reduce -2.6% | 0.02% | +0.00 |
| GWX State Street SPDR S&P Intern | Reduce -0.9% | 0.04% | +0.00 |
| DGS Wisdomtree Em Small Cap | Reduce -0.0% | 0.63% | +0.01 |
| AVDV Avantis Intl S/C Value ETF | Reduce -3.9% | 1.47% | +0.02 |
| VPL Vanguard Ftse Pacific ETF | Reduce -1.0% | 2.54% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.1% | 6.06% | +0.05 |
| DUHP Dimensional US High Profi Et | Reduce -0.1% | 2.44% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.1% | 2.55% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.1% | 6.22% | +0.12 |
| VNQ Vanguard Real Estate ETF | Reduce -7.4% | 3.05% | +0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 7.31% | +0.38 |
Portfolio Buys Q2 2024 → Q3 2024
| DFIC Dimensional International Co. | Add +3.1% | 2.29% | +0.14 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.3% | 3.47% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +1.1% | 1.88% | +0.12 |
| VXUS Vanguard Total Intl Stock | Add +0.7% | 2.66% | +0.12 |
| DFIS Dimensional International SM | Add +2.4% | 1.59% | +0.12 |
| DFAC Dimensional US Core Equity 2 | Add +0.8% | 3.04% | +0.11 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.4% | 2.68% | +0.11 |
| VGK Vanguard Ftse Europe ETF | Add +1.1% | 2.53% | +0.10 |
| DFAT Dimensional US Target Value | Add +17.1% | 0.35% | +0.06 |
| DFAS Dimensional US Small Cap ETF | Add +16.1% | 0.34% | +0.06 |
| DFAE Dimensional Emerging Core Eq | Add +5.1% | 0.75% | +0.05 |
| DIHP Dimensional International Hi | Add +3.0% | 0.90% | +0.04 |
| DISV Dimensional International SM | Add +17.4% | 0.15% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.8% | 1.96% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.1% | 1.96% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +2.2% | 1.96% | +0.01 |
| TPIF Timothy Plan Intl ETF | Add +0.6% | 0.03% | +0.00 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +0.3% | 0.03% | +0.00 |
| TPSC Timothy Plan US Small Cap Co. | Add +0.3% | 0.02% | +0.00 |
| VGSH Vanguard Short-Term Treasury | Add +1.6% | 1.24% | −0.00 |
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 |