EA

Efficient Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$984M
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$25.9M
3
+$25.2M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$17.5M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$9.79M

Top Sells

1
+$93.7M
2
+$93.7M
3
+$48.7M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32.2M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$32M

Sector Composition

1 Energy 0%
2 Financials 0%
3 Industrials 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.79M 1%
+444,045
27
$9.52M 0.97%
216,421
-10,602
28
$7.96M 0.81%
+362,514
29
$6.24M 0.63%
57,896
-52
30
$6.04M 0.61%
15,729
-651
31
$5.53M 0.56%
84,212
-8,734
32
$4.28M 0.44%
135,830
+7,751
33
$3.67M 0.37%
64,948
-4,468
34
$3.49M 0.35%
92,147
-2,800
35
$3.39M 0.34%
72,386
-463
36
$3.05M 0.31%
29,254
-702
37
$2.96M 0.3%
67,441
+61,048
38
$2.95M 0.3%
57,627
+52,323
39
$2.63M 0.27%
64,413
+3,973
40
$2.5M 0.25%
33,692
-1,261,406
41
$1.41M 0.14%
13,393
-190
42
$1.26M 0.13%
+56,699
43
$921K 0.09%
31,327
-311
44
$863K 0.09%
12,007
-1,304,178
45
$708K 0.07%
11,853
-192
46
$676K 0.07%
7,510
-535
47
$629K 0.06%
32,621
+3,159
48
$612K 0.06%
3,511
-263
49
$590K 0.06%
8,007
-228
50
$576K 0.06%
13,938
+784
1
2
3