Efficient Frontier Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 3, 2024), Efficient Frontier Advisors LLC reported 13 stock positions worth $126.3 million. Its top holding was Dimensional US Marketwide Va (DFUV) at 25.7% of the portfolio, followed by Dimensional US Target Value (DFAT, 24.7%) and iShares 0-3 Month Treasury B (SGOV, 24.0%). Compared with Q4 2023, it opened 1 new position, added to 8 and reduced 1. The biggest buy was Dimensional US Marketwide Va (DFUV, shares +2%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −4%).
- Most Recent 13F
- Q2 2025
- Location
- EASTFORD, CT
- CIK
- 0002011188
- Portfolio Value
- $126.3M (Q1 2024)
- SEC Filing
- 0002011188-24-000004 ↗ filed Apr 3, 2024
Holdings Value
Holdings 13 stocks · $126.3M
| DFUV Dimensional US Marketwide Va | 25.67% | 792,463 | $32.4M | Add +1.8% |
| DFAT Dimensional US Target Value | 24.67% | 572,227 | $31.1M | Add +2.6% |
| SGOV iShares 0-3 Month Treasury B | 24.05% | 301,539 | $30.4M | Reduce -3.8% |
| DFIV Dimensional International Va | 16.49% | 566,499 | $20.8M | Add +3.4% |
| DFAS Dimensional US Small Cap ETF | 2.89% | 58,466 | $3.6M | Add +0.0% |
| GDX Vaneck Gold Miners ETF | 2.88% | 115,106 | $3.6M | No change |
| AVDV Avantis Intl S/C Value ETF | 1.90% | 36,374 | $2.4M | No change |
| DISV Dimensional International SM | 0.45% | 20,869 | $565K | New |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.23% | 7,635 | $294K | Add +0.2% |
| PDN Inv Rafi Dev MKT US SM-Usdin | 0.23% | 8,828 | $290K | Add +0.5% |
| PRF Invesco Rafi US 1000 ETF | 0.21% | 6,640 | $261K | Add +0.4% |
| AVES Avantis Emerging Markets Val | 0.18% | 4,719 | $224K | No change |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.17% | 10,914 | $212K | Add +0.3% |
Portfolio Sells Q4 2023 → Q1 2024
| SGOV iShares 0-3 Month Treasury B | Reduce -3.8% | 24.05% | −2.37 |
Portfolio Buys Q4 2023 → Q1 2024
| DFUV Dimensional US Marketwide Va | Add +1.8% | 25.67% | +1.32 |
| DFIV Dimensional International Va | Add +3.4% | 16.49% | +0.67 |
| DISV Dimensional International SM | New | 0.45% | +0.45 |
| DFAT Dimensional US Target Value | Add +2.6% | 24.67% | +0.13 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +0.2% | 0.23% | +0.01 |
| PRF Invesco Rafi US 1000 ETF | Add +0.4% | 0.21% | −0.00 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +0.3% | 0.17% | −0.01 |
| PDN Inv Rafi Dev MKT US SM-Usdin | Add +0.5% | 0.23% | −0.01 |
| DFAS Dimensional US Small Cap ETF | Add +0.0% | 2.89% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 22 | $157.5M | SGOV, DFUV, DFAT, DFIV, VTI |
| Q1 2025 | 21 | $153.7M | SGOV, DFUV, DFAT, DFIV, VTI |
| Q4 2024 | 17 | $151.2M | SGOV, DFUV, DFAT, DFIV, VTI |
| Q3 2024 | 18 | $154.5M | SGOV, DFUV, DFAT, DFIV, VTI |
| Q2 2024 | 16 | $141.9M | SGOV, DFUV, DFAT, DFIV, VTI |
| Q1 2024 | 13 | $126.3M | DFUV, DFAT, SGOV, DFIV, DFAS |