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
$155M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$720K
3
+$477K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$378K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$249K

Top Sells

1
+$292K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 27.03%
414,613
+32,223
2
$33.2M 21.46%
795,285
+9,078
3
$28M 18.12%
503,162
+4,478
4
$22M 14.23%
577,561
+6,269
5
$9.82M 6.36%
34,689
6
$4.59M 2.97%
148,899
7
$4.21M 2.72%
105,611
-7,339
8
$3.82M 2.47%
58,952
+37
9
$2.58M 1.67%
36,441
10
$1.86M 1.21%
64,108
+24,763
11
$914K 0.59%
32,105
+16,739
12
$315K 0.2%
8,973
+65
13
$312K 0.2%
7,691
+25
14
$278K 0.18%
6,701
+31
15
$248K 0.16%
4,765
16
$247K 0.16%
11,243
+168
17
$227K 0.15%
+3,861
18
$200K 0.13%
+3,387