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
51
$472K 0.05%
10,003
-101
52
$469K 0.05%
5,536
+59
53
$450K 0.05%
17,483
-271
54
$435K 0.04%
7,056
-992
55
$406K 0.04%
5,232
-169
56
$304K 0.03%
9,090
-6,251
57
$291K 0.03%
6,994
-4,299
58
$268K 0.03%
5,329
+689
59
$266K 0.03%
3,094
-270
60
$265K 0.03%
2,451
-1,106
61
$260K 0.03%
5,576
-449
62
$251K 0.03%
+1,481
63
$214K 0.02%
+11,283
64
$214K 0.02%
+7,036
65
$202K 0.02%
+5,308
66
– –
-657,757
67
– –
-2,444
68
– –
-1,034
69
– –
-4,000
70
– –
-25,308
71
– –
-5,591
72
– –
-17,061
73
– –
-432,891
74
– –
-666,164
1 2
3