Efficient Advisors, LLC

SEC CIK: 0001542164
Latest filing: Apr 29, 2026

SEC filings (opens in a new tab)

Holdings changes from Q2 2021 to Q3 2021

Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.

New: 0
Added: 29; Est. +$267.2M
Reduced: 32; Est. −$16.7M
Sold out: 1; Est. −$218.0K

Portfolio value went from $806.3M to $1.05B (+$239.6M (+29.7%)); positions from 62 to 61 (−1).

All Q3 2021 holdings All Q2 2021 holdings

In the shares, value and % of portfolio columns, the top figure is Q3 2021 and the gray one below is Q2 2021. For stocks that split between the two quarters, Q2 2021 shares are converted at the split ratio before comparing.

Holdings of Efficient Advisors, LLC in Q2 2021 and Q3 2021 compared
Security	Action	Shares	Share change	Value	Est. bought or sold	% of portfolio	Weight change (pp)
iShares Core U.S. Aggregate Bond ETF464287226	Added–	771,376727,793	+43,583+6.0%	$88.6M$83.9M	+$5.00M	8.5%10.4%	−1.94
Vanguard Morningstar Small-Cap Value ETF922908611	Added–	516,245403,019	+113,226+28.1%	$87.4M$70.0M	+$19.2M	8.4%8.7%	−0.33
Vanguard Morningstar Small-Cap ETF922908751	Added–	304,477221,733	+82,744+37.3%	$66.6M$50.0M	+$18.1M	6.4%6.2%	+0.17
Vanguard Short-Term Bond ETF921937827	Added–	804,001673,530	+130,471+19.4%	$65.9M$55.3M	+$10.7M	6.3%6.9%	−0.56
Vanguard Intermediate-Term Bond ETF921937819	Added–	692,600414,307	+278,293+67.2%	$61.9M$37.3M	+$24.9M	5.9%4.6%	+1.30
Vanguard Total Bond Market ETF921937835	Added–	699,769411,765	+288,004+69.9%	$59.8M$35.4M	+$24.6M	5.7%4.4%	+1.33
Vanguard Morningstar Value ETF922908744	Added–	352,787198,717	+154,070+77.5%	$47.8M$27.3M	+$20.9M	4.6%3.4%	+1.18
Vanguard Morningstar Total Stock Market ETF922908769	Added–	210,664114,670	+95,994+83.7%	$46.8M$25.6M	+$21.3M	4.5%3.2%	+1.30
Vanguard S&P 500 ETF922908363	Added–	113,63859,202	+54,436+91.9%	$44.8M$23.3M	+$21.5M	4.3%2.9%	+1.40
WisdomTree Tr97717W760	Reduced–	539,593543,800	−4,207−0.8%	$40.1M$40.6M	−$312.3K	3.8%5.0%	−1.21
iShares Tr464287457	Added–	447,690415,878	+31,812+7.6%	$38.6M$35.8M	+$2.74M	3.7%4.4%	−0.76
Flexshares Tr33939L100	Reduced–	160,888168,926	−8,038−4.8%	$27.2M$28.8M	−$1.36M	2.6%3.6%	−0.97
iShares S&P 500 Value ETF464287408	Reduced–	178,567198,445	−19,878−10.0%	$26.0M$29.3M	−$2.89M	2.5%3.6%	−1.15
Vanguard Ftse All-World Ex-US Index Fund922042775	Added–	399,617201,607	+198,010+98.2%	$24.4M$12.8M	+$12.1M	2.3%1.6%	+0.74
Vanguard Real Estate ETF922908553	Added–	222,107118,637	+103,470+87.2%	$22.6M$12.1M	+$10.5M	2.2%1.5%	+0.66
Vanguard Malvern FDS922020805	Added–	386,013227,323	+158,690+69.8%	$20.3M$11.9M	+$8.34M	1.9%1.5%	+0.46
Vanguard Scottsdale FDS92206C409	Added–	240,985141,489	+99,496+70.3%	$19.9M$11.7M	+$8.20M	1.9%1.5%	+0.45
Vanguard Total International Bond ETF92203J407	Added–	345,593202,675	+142,918+70.5%	$19.7M$11.6M	+$8.14M	1.9%1.4%	+0.45
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718	Added–	145,00474,029	+70,975+95.9%	$19.4M$10.1M	+$9.49M	1.9%1.3%	+0.60
iShares Tr464288877	Reduced–	378,919406,374	−27,455−6.8%	$19.3M$21.0M	−$1.40M	1.8%2.6%	−0.77
Flexshares Tr33939L803	Reduced–	268,388275,632	−7,244−2.6%	$19.3M$20.1M	−$520.0K	1.8%2.5%	−0.65
Vanguard Intl Equity Index F922042874	Added–	281,590144,224	+137,366+95.2%	$18.5M$9.70M	+$9.01M	1.8%1.2%	+0.56
Vanguard Ftse Developed Markets ETF921943858	Added–	363,647185,226	+178,421+96.3%	$18.4M$9.54M	+$9.01M	1.8%1.2%	+0.57
Vanguard Intl Equity Index F922042866	Added–	222,603112,269	+110,334+98.3%	$18.0M$9.24M	+$8.94M	1.7%1.1%	+0.58
Vanguard Star FDS921909768	Added–	247,291127,054	+120,237+94.6%	$15.6M$8.35M	+$7.61M	1.5%1.0%	+0.46
WisdomTree Tr97717W281	Added–	268,336257,542	+10,794+4.2%	$14.4M$14.0M	+$577.3K	1.4%1.7%	−0.37
iShares Core S&P 500 ETF464287200	Reduced–	31,03243,211	−12,179−28.2%	$13.4M$18.6M	−$5.25M	1.3%2.3%	−1.03
iShares Tr464288869	Reduced–	90,97099,780	−8,810−8.8%	$13.1M$15.2M	−$1.27M	1.3%1.9%	−0.63
Vanguard Ftse Emerging Markets ETF922042858	Added–	249,460123,860	+125,600+101.4%	$12.5M$6.73M	+$6.28M	1.2%0.8%	+0.36
iShares MSCI Eafe ETF464287465	Reduced–	122,197131,580	−9,383−7.1%	$9.53M$10.4M	−$732.0K	0.9%1.3%	−0.38
iShares Tr464288273	Reduced–	90,17898,391	−8,213−8.3%	$6.71M$7.30M	−$611.1K	0.6%0.9%	−0.26
WisdomTree Tr97717W125	Reduced–	155,889164,498	−8,609−5.2%	$6.39M$6.81M	−$352.9K	0.6%0.8%	−0.23
iShares Tr464287234	Reduced–	116,482123,604	−7,122−5.8%	$5.87M$6.82M	−$358.8K	0.6%0.8%	−0.28
Flexshares Tr33939L308	Reduced–	65,75366,766	−1,013−1.5%	$3.99M$4.34M	−$61.4K	0.4%0.5%	−0.16
iShares Tr464288158	Reduced–	34,00835,438	−1,430−4.0%	$3.66M$3.82M	−$153.8K	0.3%0.5%	−0.12
SPDR Index Shs FDS78463X749	Reduced–	66,92068,810	−1,890−2.7%	$3.42M$3.54M	−$96.5K	0.3%0.4%	−0.11
iShares Tr464288414	Reduced–	14,65615,465	−809−5.2%	$1.70M$1.81M	−$94.0K	0.2%0.2%	−0.06
Dimensional U.S. Core Equity 2 ETF25434V708	Added–	54,81650,741	+4,075+8.0%	$1.46M$1.37M	+$108.2K	0.1%0.2%	−0.03
SPDR Index Shs FDS78463X871	Reduced–	33,46634,840	−1,374−3.9%	$1.29M$1.35M	−$52.9K	0.1%0.2%	−0.04
iShares Tr464289859	Reduced–	17,08017,454	−374−2.1%	$1.19M$1.23M	−$26.1K	0.1%0.2%	−0.04
iShares Tr464289446	Reduced–	9,34210,631	−1,289−12.1%	$963.0K$1.09M	−$132.9K	0.1%0.1%	−0.04
Vanguard Morningstar Large-Cap ETF922908637	Reduced–	4,3054,907	−602−12.3%	$865.0K$985.0K	−$121.0K	0.1%0.1%	−0.04
iShares Tr464289867	Reduced–	14,21714,818	−601−4.1%	$789.0K$830.0K	−$33.4K	0.1%0.1%	−0.03
Schwab U.S. REIT ETF808524847	Added–	17,28017,229	+51+0.3%	$789.0K$789.0K	+$2.33K	0.1%0.1%	−0.02
iShares Tr464289883	Added–	18,75918,440	+319+1.7%	$741.0K$734.0K	+$12.6K	0.1%0.1%	−0.02
iShares Tr464288513	Reduced–	8,2829,487	−1,205−12.7%	$725.0K$835.0K	−$105.5K	0.1%0.1%	−0.03
iShares Tr464287150	Reduced–	6,8467,339	−493−6.7%	$673.0K$725.0K	−$48.5K	0.1%0.1%	−0.03
Vanguard Intl Equity Index F922042676	Added–	11,34911,248	+101+0.9%	$639.0K$656.0K	+$5.69K	0.1%0.1%	−0.02
iShares Core MSCI Eafe ETF46432F842	Reduced–	7,7888,781	−993−11.3%	$578.0K$657.0K	−$73.7K	0.1%0.1%	−0.03
SPDR Series Trust78464A656	Reduced–	18,07520,716	−2,641−12.7%	$562.0K$645.0K	−$82.1K	0.1%0.1%	−0.03
Vanguard Intermediate-Term Corporate Bond ETF92206C870	Added–	5,2345,223	+11+0.2%	$494.0K$497.0K	+$1.04K	<0.1%0.1%	−0.01
iShares Tr464289875	Reduced–	10,26212,057	−1,795−14.9%	$459.0K$543.0K	−$80.3K	<0.1%0.1%	−0.02
iShares Tr46429B655	Reduced–	8,21110,029	−1,818−18.1%	$417.0K$510.0K	−$92.3K	<0.1%0.1%	−0.02
Dimensional ETF Trust25434V401	Added–	7,3267,315	+11+0.2%	$346.0K$345.0K	+$519.52	<0.1%<0.1%	−0.01
Vanguard High Dividend Yield Index ETF921946406	Reduced–	3,2503,544	−294−8.3%	$336.0K$371.0K	−$30.4K	<0.1%<0.1%	−0.01
WisdomTree Tr97717W208	Reduced–	4,3234,547	−224−4.9%	$333.0K$356.0K	−$17.3K	<0.1%<0.1%	−0.01
iShares Core MSCI Emerging Markets ETF46434G103	Reduced–	5,3515,972	−621−10.4%	$331.0K$400.0K	−$38.4K	<0.1%<0.1%	−0.02
Indexiq ETF Tr45409B628	Reduced–	9,8029,856	−54−0.5%	$250.0K$257.0K	−$1.38K	<0.1%<0.1%	−0.01
iShares Tr464288166	Reduced–	1,9153,329	−1,414−42.5%	$227.0K$394.0K	−$167.6K	<0.1%<0.1%	−0.03
Dimensional U.S. Small Cap ETF25434V500	Added–	3,5963,592	+4+0.1%	$207.0K$210.0K	+$230.26	<0.1%<0.1%	−0.01
iShares MSCI USA Min Vol Factor ETF46429B697	Reduced–	2,7554,172	−1,417−34.0%	$203.0K$307.0K	−$104.4K	<0.1%<0.1%	−0.02
New York Life Investments Et45409B107	Sold out–	06,754	−6,754−100.0%	$0$218.0K	−$218.0K	0.0%<0.1%	−0.03

Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.