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
$1.55B
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.98M
3
+$3.67M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.41M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.22M

Top Sells

1
+$6.25M
2
+$5.49M
3
+$4.18M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.95M
5
VTV icon
Vanguard Value ETF
VTV
+$2.17M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$638K 0.04%
4,408
-306
52
$573K 0.04%
2,123
-142
53
$514K 0.03%
12,005
+44
54
$465K 0.03%
17,500
+84
55
$419K 0.03%
6,578
-285
56
$412K 0.03%
10,064
-464
57
$410K 0.03%
5,215
-1,387
58
$394K 0.03%
5,601
+290
59
$393K 0.03%
3,058
-110
60
$313K 0.02%
12,354
-2,685
61
$284K 0.02%
3,537
-1,169
62
$283K 0.02%
4,944
-1,234
63
$281K 0.02%
+479
64
$256K 0.02%
6,565
+23
65
$235K 0.02%
4,507
+80
66
$226K 0.01%
+1,927
67
– –
-2,871
68
– –
-2,093
1 2
3