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
51
$738K 0.05%
6,411
-230
52
$671K 0.05%
3,075
-102
53
$535K 0.04%
5,082
-191
54
$529K 0.04%
6,840
-557
55
$475K 0.03%
6,749
+48
56
$468K 0.03%
22,575
+258
57
$424K 0.03%
11,379
-4,058
58
$414K 0.03%
9,715
+355
59
$406K 0.03%
7,828
-3,280
60
$395K 0.03%
15,447
-1,466
61
$391K 0.03%
4,812
+3
62
$365K 0.02%
6,859
-1,234
63
$273K 0.02%
5,404
-76
64
$262K 0.02%
2,344
+12
65
$260K 0.02%
3,165
+56
66
– –
-7,403
67
– –
-27,607
1 2
3