Efficient Advisors, LLC
- SEC CIK
- 0001542164
- Latest filing
- Apr 29, 2026
Holdings changes from Q3 2024 to Q4 2024
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 2
- Est. +$507.1K
- Added
- 34
- Est. +$44.1M
- Reduced
- 30
- Est. −$28.0M
- Sold out
- 2
- Est. −$537.7K
Portfolio value went from $1.59B to $1.55B (−$41.1M (−2.6%)); positions from 66 to 66 (0).
All Q4 2024 holdingsAll Q3 2024 holdings
In the shares, value and % of portfolio columns, the top figure is Q4 2024 and the gray one below is Q3 2024. For stocks that split between the two quarters, Q3 2024 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Small-Cap Value ETF922908611 | Reduced– | 552,519580,223 | −27,704−4.8% | $109.5M$116.5M | −$5.49M | 7.1%7.3% | −0.26 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Reduced– | 371,977386,391 | −14,414−3.7% | $107.8M$109.4M | −$4.18M | 6.9%6.9% | +0.08 |
| Vanguard Total Bond Market ETF921937835 | Added– | 1,390,3501,321,074 | +69,276+5.2% | $100.0M$99.2M | +$4.98M | 6.4%6.2% | +0.21 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 1,280,7461,212,837 | +67,909+5.6% | $95.7M$95.1M | +$5.07M | 6.2%6.0% | +0.20 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 175,876181,355 | −5,479−3.0% | $94.8M$95.7M | −$2.95M | 6.1%6.0% | +0.10 |
| Vanguard Morningstar Small-Cap ETF922908751 | Reduced– | 391,802417,826 | −26,024−6.2% | $94.1M$99.1M | −$6.25M | 6.1%6.2% | −0.16 |
| Vanguard Morningstar Value ETF922908744 | Reduced– | 540,845553,641 | −12,796−2.3% | $91.6M$96.6M | −$2.17M | 5.9%6.1% | −0.17 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 806,574803,215 | +3,359+0.4% | $62.3M$63.2M | +$259.5K | 4.0%4.0% | +0.05 |
| iShares Core U.S. Aggregate Bond ETF464287226 | Added– | 621,944619,502 | +2,442+0.4% | $60.3M$62.7M | +$236.6K | 3.9%3.9% | −0.05 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | Added– | 934,682878,614 | +56,068+6.4% | $53.7M$55.4M | +$3.22M | 3.5%3.5% | −0.02 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Reduced– | 1,412,0021,412,981 | −979−0.1% | $48.8M$48.5M | −$33.9K | 3.1%3.0% | +0.11 |
| Vanguard Real Estate ETF922908553 | Added– | 501,257498,792 | +2,465+0.5% | $44.7M$48.6M | +$219.6K | 2.9%3.0% | −0.17 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | Added– | 361,444338,943 | +22,501+6.6% | $41.4M$42.7M | +$2.58M | 2.7%2.7% | −0.01 |
| Vanguard Star FDS921909768 | Added– | 692,479655,721 | +36,758+5.6% | $40.8M$42.5M | +$2.17M | 2.6%2.7% | −0.04 |
| Vanguard Intl Equity Index F922042874 | Added– | 625,844567,972 | +57,872+10.2% | $39.7M$40.4M | +$3.67M | 2.6%2.5% | +0.02 |
| Dimensional ETF Trust25434V831 | Added– | 1,173,1321,141,007 | +32,125+2.8% | $39.6M$38.9M | +$1.09M | 2.6%2.4% | +0.11 |
| Vanguard Ftse Developed Markets ETF921943858 | Added– | 826,830768,889 | +57,941+7.5% | $39.5M$40.6M | +$2.77M | 2.5%2.5% | 0.00 |
| Vanguard Intl Equity Index F922042866 | Added– | 552,874516,832 | +36,042+7.0% | $39.3M$40.5M | +$2.56M | 2.5%2.5% | −0.01 |
| Dimensional ETF Trust25434V799 | Added– | 1,429,8011,297,993 | +131,808+10.2% | $37.0M$36.5M | +$3.41M | 2.4%2.3% | +0.09 |
| Vanguard Scottsdale FDS92206C409 | Added– | 405,067393,416 | +11,651+3.0% | $31.6M$31.2M | +$908.9K | 2.0%2.0% | +0.07 |
| Vanguard Malvern FDS922020805 | Added– | 650,736634,806 | +15,930+2.5% | $31.5M$31.3M | +$771.3K | 2.0%2.0% | +0.07 |
| Vanguard Total International Bond ETF92203J407 | Added– | 641,272621,783 | +19,489+3.1% | $31.5M$31.3M | +$955.9K | 2.0%2.0% | +0.06 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 637,862626,882 | +10,980+1.8% | $28.1M$30.0M | +$483.6K | 1.8%1.9% | −0.07 |
| Dimensional ETF Trust25434V773 | Added– | 1,039,443945,032 | +94,411+10.0% | $25.5M$25.4M | +$2.32M | 1.6%1.6% | +0.05 |
| American Centy ETF Tr025072802 | Added– | 341,339332,363 | +8,976+2.7% | $22.2M$23.5M | +$584.2K | 1.4%1.5% | −0.04 |
| Vanguard Scottsdale FDS92206C102 | Added– | 345,669335,192 | +10,477+3.1% | $20.1M$19.8M | +$609.6K | 1.3%1.2% | +0.05 |
| Dimensional ETF Trust25434V765 | Added– | 583,279516,189 | +67,090+13.0% | $14.7M$14.3M | +$1.69M | 0.9%0.9% | +0.05 |
| Dimensional Emerging Core Equity Market ETF25434V302 | Added– | 475,552437,963 | +37,589+8.6% | $12.1M$12.0M | +$953.6K | 0.8%0.8% | +0.02 |
| WisdomTree Tr97717W281 | Added– | 193,603185,970 | +7,633+4.1% | $9.47M$9.99M | +$373.4K | 0.6%0.6% | −0.02 |
| Flexshares Tr33939L100 | Reduced– | 40,96450,448 | −9,484−18.8% | $8.85M$10.7M | −$2.05M | 0.6%0.7% | −0.10 |
| iShares S&P 500 Value ETF464287408 | Reduced– | 42,62447,790 | −5,166−10.8% | $8.14M$9.42M | −$986.1K | 0.5%0.6% | −0.07 |
| iShares Tr464287457 | Reduced– | 91,09697,128 | −6,032−6.2% | $7.47M$8.08M | −$494.5K | 0.5%0.5% | −0.03 |
| iShares Tr464288877 | Reduced– | 127,190130,800 | −3,610−2.8% | $6.67M$7.52M | −$189.4K | 0.4%0.5% | −0.04 |
| Dimensional U.S. Targeted Value ETF25434V609 | Added– | 113,25999,802 | +13,457+13.5% | $6.30M$5.55M | +$749.0K | 0.4%0.3% | +0.06 |
| Flexshares Tr33939L803 | Reduced– | 91,186101,646 | −10,460−10.3% | $6.28M$7.62M | −$720.6K | 0.4%0.5% | −0.07 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 96,22184,805 | +11,416+13.5% | $6.26M$5.50M | +$743.0K | 0.4%0.3% | +0.06 |
| iShares Tr464288869 | Reduced– | 29,46334,086 | −4,623−13.6% | $3.84M$4.20M | −$602.7K | 0.2%0.3% | −0.02 |
| iShares MSCI Eafe ETF464287465 | Added– | 48,10147,493 | +608+1.3% | $3.64M$3.97M | +$46.0K | 0.2%0.2% | −0.01 |
| iShares Core S&P 500 ETF464287200 | Reduced– | 6,1517,051 | −900−12.8% | $3.62M$4.07M | −$529.8K | 0.2%0.3% | −0.02 |
| Dimensional ETF Trust25434V781 | Added– | 101,47279,768 | +21,704+27.2% | $2.70M$2.32M | +$576.7K | 0.2%0.1% | +0.03 |
| WisdomTree Tr97717W125 | Added– | 70,41469,164 | +1,250+1.8% | $2.46M$2.46M | +$43.7K | 0.2%0.2% | 0.00 |
| iShares Tr464288158 | Reduced– | 21,18423,071 | −1,887−8.2% | $2.23M$2.45M | −$199.0K | 0.1%0.2% | −0.01 |
| iShares Tr464288273 | Reduced– | 36,46237,008 | −546−1.5% | $2.22M$2.51M | −$33.2K | 0.1%0.2% | −0.01 |
| iShares Tr464287234 | Reduced– | 51,68454,063 | −2,379−4.4% | $2.16M$2.48M | −$99.5K | 0.1%0.2% | −0.02 |
| Vanguard Total World Stock ETF922042742 | Reduced– | 17,66717,890 | −223−1.2% | $2.08M$2.14M | −$26.2K | 0.1%0.1% | 0.00 |
| Flexshares Tr33939L308 | Reduced– | 25,76729,180 | −3,413−11.7% | $1.31M$1.67M | −$173.9K | 0.1%0.1% | −0.02 |
| SPDR Index Shs FDS78463X749 | Reduced– | 24,91928,529 | −3,610−12.7% | $1.07M$1.36M | −$154.8K | 0.1%0.1% | −0.02 |
| iShares Tr464288414 | Reduced– | 9,40510,358 | −953−9.2% | $1.00M$1.13M | −$101.5K | 0.1%0.1% | −0.01 |
| iShares Tr464289859 | Reduced– | 9,19010,078 | −888−8.8% | $704.1K$795.3K | −$68.0K | <0.1%<0.1% | 0.00 |
| SPDR Index Shs FDS78463X871 | Added– | 21,60720,654 | +953+4.6% | $669.5K$704.9K | +$29.5K | <0.1%<0.1% | 0.00 |
| iShares Tr464289446 | Reduced– | 4,4084,714 | −306−6.5% | $637.9K$662.0K | −$44.3K | <0.1%<0.1% | 0.00 |
| Vanguard Morningstar Large-Cap ETF922908637 | Reduced– | 2,1232,265 | −142−6.3% | $572.6K$596.4K | −$38.3K | <0.1%<0.1% | 0.00 |
| Timothy Plan887432359 | Added– | 12,00511,961 | +44+0.4% | $514.2K$526.2K | +$1.88K | <0.1%<0.1% | 0.00 |
| Timothy Plan887432334 | Added– | 17,50017,416 | +84+0.5% | $465.2K$502.9K | +$2.23K | <0.1%<0.1% | 0.00 |
| Dimensional ETF Trust25434V401 | Reduced– | 6,5786,863 | −285−4.2% | $419.3K$426.9K | −$18.2K | <0.1%<0.1% | 0.00 |
| Dimensional ETF Trust25434V724 | Reduced– | 10,06410,528 | −464−4.4% | $411.8K$438.9K | −$19.0K | <0.1%<0.1% | 0.00 |
| iShares Tr464288513 | Reduced– | 5,2156,602 | −1,387−21.0% | $410.1K$530.2K | −$109.1K | <0.1%<0.1% | −0.01 |
| iShares Core MSCI Eafe ETF46432F842 | Added– | 5,6015,311 | +290+5.5% | $393.6K$414.5K | +$20.4K | <0.1%<0.1% | 0.00 |
| iShares Tr464287150 | Reduced– | 3,0583,168 | −110−3.5% | $393.3K$398.0K | −$14.1K | <0.1%<0.1% | 0.00 |
| SPDR Series Trust78464A656 | Reduced– | 12,35415,039 | −2,685−17.9% | $312.7K$395.2K | −$68.0K | <0.1%<0.1% | 0.00 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | Reduced– | 3,5374,706 | −1,169−24.8% | $283.9K$394.2K | −$93.8K | <0.1%<0.1% | −0.01 |
| iShares Tr464289867 | Reduced– | 4,9446,178 | −1,234−20.0% | $283.4K$366.0K | −$70.7K | <0.1%<0.1% | 0.00 |
| SPYSPDR S&P 500 ETF Trust | NewHistory | 4790 | +479 | $280.6K$0 | +$280.6K | <0.1%0.0% | +0.02 |
| Timothy Plan887432342 | Added– | 6,5656,542 | +23+0.4% | $256.3K$254.6K | +$898.08 | <0.1%<0.1% | 0.00 |
| iShares Core MSCI Emerging Markets ETF46434G103 | Added– | 4,5074,427 | +80+1.8% | $235.3K$254.2K | +$4.18K | <0.1%<0.1% | 0.00 |
| iShares Tr464288257 | New– | 1,9270 | +1,927 | $226.4K$0 | +$226.4K | <0.1%0.0% | +0.01 |
| WisdomTree Tr97717W208 | Sold out– | 02,871 | −2,871−100.0% | $0$269.3K | −$269.3K | 0.0%<0.1% | −0.02 |
| Vanguard High Dividend Yield Index ETF921946406 | Sold out– | 02,093 | −2,093−100.0% | $0$268.3K | −$268.3K | 0.0%<0.1% | −0.02 |
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.