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
1
$90.9M 9.23%
572,185
+13,922
2
$78M 7.93%
424,931
+21,109
3
$75.6M 7.69%
538,899
-11,145
4
$73.2M 7.44%
383,111
+21,887
5
$71.7M 7.29%
204,199
+12,251
6
$41.9M 4.26%
836,466
+11,995
7
$35.8M 3.63%
433,619
+59,177
8
$34.8M 3.54%
358,963
-312,698
9
$32.4M 3.3%
1,335,415
+1,325,038
10
$32.3M 3.28%
313,786
+14,360
11
$31.4M 3.19%
487,876
+16,402
12
$31.1M 3.17%
742,181
+4,673
13
$31.1M 3.16%
560,913
-14,744
14
$26.7M 2.71%
516,337
+11,475
15
$25.9M 2.64%
+1,080,131
16
$25.6M 2.6%
440,941
-18,660
17
$25.2M 2.56%
+1,127,596
18
$22.2M 2.26%
569,276
+35,283
19
$20.7M 2.1%
139,024
+998
20
$19M 1.93%
252,452
-646,332
21
$17.5M 1.78%
+813,159
22
$15.8M 1.61%
261,935
-12,725
23
$13.6M 1.39%
94,002
-8,276
24
$13.1M 1.33%
161,801
-195,427
25
$11.2M 1.14%
245,151
-26,989
1
2 3