EFA

Efficient Frontier Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 9.35%
This Quarter Est. Return
1 Year Est. Return
+9.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.14M
3
+$4.29M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$497K
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$423K

Top Sells

1
+$3.81M
2
+$246K
3
+$73.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.5M 27.15%
382,390
+80,851
2
$30.9M 21.76%
786,207
-6,256
3
$25.9M 18.23%
498,684
-73,543
4
$20.5M 14.47%
571,292
+4,793
5
$9.28M 6.54%
+34,689
6
$4.29M 3.02%
+148,899
7
$3.83M 2.7%
112,950
-2,156
8
$3.54M 2.5%
58,915
+449
9
$2.37M 1.67%
36,441
+67
10
$1.06M 0.75%
39,345
+18,476
11
$423K 0.3%
+15,366
12
$291K 0.21%
7,666
+31
13
$288K 0.2%
8,908
+80
14
$254K 0.18%
6,670
+30
15
$232K 0.16%
4,765
+46
16
$224K 0.16%
11,075
+161