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
$1.48B
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.4M
3
+$1.02M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$602K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$463K

Top Sells

1
+$18.4M
2
+$18.1M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.72M
5
VTV icon
Vanguard Value ETF
VTV
+$6.76M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.8M 1.47%
901,459
+24,890
27
$18.7M 1.26%
320,795
+6,971
28
$16.1M 1.09%
236,481
-11,194
29
$12.1M 0.82%
472,447
+3,387
30
$11.7M 0.79%
67,292
-5,634
31
$10.1M 0.68%
201,671
-2,994
32
$10M 0.68%
122,144
+17,023
33
$9.39M 0.63%
389,366
-224
34
$9.36M 0.63%
179,634
-11,413
35
$5.71M 0.39%
49,225
-513
36
$5.19M 0.35%
10,860
-882
37
$4.9M 0.33%
64,981
-3,655
38
$3.4M 0.23%
96,877
-174
39
$3.34M 0.23%
65,431
-4,320
40
$3.33M 0.22%
63,607
-4,484
41
$3.24M 0.22%
54,392
-3,370
42
$3.14M 0.21%
50,780
-2,311
43
$2.91M 0.2%
72,282
-4,692
44
$2.88M 0.19%
65,821
-2,376
45
$2.78M 0.19%
26,353
-1,130
46
$2.05M 0.14%
19,889
-1,401
47
$1.3M 0.09%
50,542
-1,021
48
$1.3M 0.09%
11,993
-608
49
$814K 0.06%
25,641
-3,746
50
$786K 0.05%
11,376
-187
1
2
3