EF

Efficient Frontier Advisors LLC

13F
Efficient Frontier Advisors LLC
Last update 2024-10-02 18 Stocks (2 new)
Value $155.00 Mil Turnover 4 %
Countries:
Top Holdings: SGOV(27.02%)DFUV(21.46%)DFAT(18.11%)DFIV(14.23%)VTI(6.35%)
Portfolio Report
Summary Stock Picks Current Portfolio
Efficient Frontier Advisors LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SGOV 		iShares 0-3 Month Treasury Bond ETF
414,613
41760.000
+8.43%
27.020
+2.10%
0.160
+0.03%
+0.17%
26687.096
 
DFUV 		Dimensional US Marketwide Value ETF
795,285
33160.000
+1.15%
21.460
+0.24%
0.290
+10.41%
+16.79%
11796.853
 
DFAT 		Dimensional U.S. Targeted Value ETF
503,162
27990.000
+0.90%
18.110
+0.16%
0.260
+12.65%
+13.13%
11305.941
 
DFIV 		Dimensional International Value ETF
577,561
21990.000
+1.10%
14.230
+0.15%
0.270
+3.93%
+6.98%
7901.373
 
VTI 		Vanguard Total Stock Market ETF
34,689
9820.000
0%
6.350
0%
0.000
+13.34%
+25.08%
440602.207
 
DFSV 		Dimensional US Small Cap Value ETF
148,899
4590.000
0%
2.970
0%
0.120
+12.29%
+12.60%
4167.609
 
GDX 		VanEck Gold Miners ETF
105,611
4210.000
-6.50%
2.720
-0.18%
0.030
+9.76%
+25.83%
14632.074
 
DFAS 		Dimensional U.S. Small Cap ETF
58,952
3820.000
+0.06%
2.470
0%
0.040
+14.40%
+16.20%
9599.817
 
AVDV 		Avantis International Small Cap Value ETF
36,441
2580.000
0%
1.670
0%
0.040
+5.74%
+7.84%
6483.592
 
DISV 		Dimensional International Small Cap Value ETF
64,108
1860.000
+62.94%
1.200
+0.46%
0.080
+3.53%
+6.30%
2138.962
 

Efficient Frontier Advisors LLC's Historical Top Holdings Breakdowns

Efficient Frontier Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-09-30Add
+2.10%
●
100.3 ($100.53) 100.74
$100.44
-0.09%
Add 8.43%
414,613
32,223
DISV 		Dimensional International Small Cap Value ETF2024-09-30Add
+0.46%
●
26.06 ($27.89) 29.18
$27.41
-1.74%
Add 62.94%
64,108
24,763
DFEV 		Dimensional Emerging Markets Value ETF2024-09-30Add
+0.31%
●
25.73 ($27.38) 28.81
$27.56
0.66%
Add 108.94%
32,105
16,739
DFUV 		Dimensional US Marketwide Value ETF2024-09-30Add
+0.24%
●
38.51 ($40.41) 41.69
$43.47
7.57%
Add 1.15%
795,285
9,078
GDX 		VanEck Gold Miners ETF2024-09-30Reduce
-0.18%
●
33.89 ($37.86) 41.64
$39.03
3.09%
Reduce -6.5%
105,611
-7,339
DFAT 		Dimensional U.S. Targeted Value ETF2024-09-30Add
+0.16%
●
51 ($54.07) 57.07
$59.20
9.49%
Add 0.9%
503,162
4,478
AVEE 		Avantis Emerging Markets Small Cap Equity ETF2024-09-30New Buy
+0.15%
●
51.71 ($55.65) 59.02
$56.71
1.90%
New holding
3,861
3,861
DFIV 		Dimensional International Value ETF2024-09-30Add
+0.15%
●
34.66 ($36.99) 38.38
$36.76
-0.62%
Add 1.1%
577,561
6,269
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30New Buy
+0.13%
●
57.74 ($58.57) 59.13
$58.24
-0.56%
New holding
3,387
3,387
DFAS 		Dimensional U.S. Small Cap ETF2024-09-30Add
0%
●
59.25 ($62.59) 65.33
$69.28
10.69%
Add 0.06%
58,952
37

Efficient Frontier Advisors LLC Total Holding History ($B)

To

Efficient Frontier Advisors LLC's Asset Allocation

To

Efficient Frontier Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Efficient Frontier Advisors LLC's Hypothetical Growth since 2024-09-30

Efficient Frontier Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Efficient Frontier Advisors LLC's Holdings Heat Map

Size field:

Efficient Frontier Advisors LLC's Holdings Bubble Chart

Efficient Frontier Advisors LLC News

  • 1

Discussions on Efficient Frontier Advisors LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.