Efficient Frontier Advisors LLC
CIK: 0002011188SEC EDGAR →
Portfolio Value
$157.5M
Holdings
22
As of
Q2 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 417,900 | $42.1M | 26.71% |
| 2 | DIMENSIONAL ETF TRUST | 757,534 | $32.0M | 20.33% |
| 3 | DIMENSIONAL ETF TRUST | 466,243 | $25.2M | 15.97% |
| 4 | DIMENSIONAL ETF TRUST | 577,942 | $24.8M | 15.71% |
| 5 | VANGUARD INDEX FDS | 35,647 | $10.8M | 6.88% |
| 6 | VANECK ETF TRUST | 88,957 | $4.6M | 2.94% |
| 7 | DIMENSIONAL ETF TRUST | 152,343 | $4.5M | 2.85% |
| 8 | DIMENSIONAL ETF TRUST | 53,434 | $3.4M | 2.16% |
| 9 | AMERICAN CENTY ETF TR | 37,377 | $3.0M | 1.88% |
| 10 | DIMENSIONAL ETF TRUST | 67,280 | $2.2M | 1.41% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $157.5M | 100.0% |