Skip to content
Disclosery

Efficient Frontier Advisors LLC

Follow

13F filer, CIK 2011188, EASTFORD, CT

Efficient Frontier Advisors LLC reported $151,223,000 across 17 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-28. Its ten largest share positions make up 98.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002011188-25-000002

Period
2024-12-31
Reported value
$151M
Holdings
17
Top 10 weight
98.3%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFIVadded+12,226$434K
DFUVadded+8,013$328K
AVEEadded+3,224$172K
GDXadded+2,367$80.3K
VTIadded+156$45.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SGOVreduced-7,134-$716K
DFATreduced-5,238-$292K
VGSHexited-3,387-$200K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002011188-25-000002, largest first. % of portfolio is the value over $151,223,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 313,470 shares; 2024Q1: 301,539 shares; 2024Q2: 382,390 shares; 2024Q3: 414,613 shares; 2024Q4: 407,479 shares 407,479$40.9M27.03%-7,134Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 778,211 shares; 2024Q1: 792,463 shares; 2024Q2: 786,207 shares; 2024Q3: 795,285 shares; 2024Q4: 803,298 shares 803,298$32.9M21.74%+8,013Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 557,867 shares; 2024Q1: 572,227 shares; 2024Q2: 498,684 shares; 2024Q3: 503,162 shares; 2024Q4: 497,924 shares 497,924$27.7M18.33%-5,238Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 547,637 shares; 2024Q1: 566,499 shares; 2024Q2: 571,292 shares; 2024Q3: 577,561 shares; 2024Q4: 589,787 shares 589,787$20.9M13.84%+12,226Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34,689 shares; 2024Q3: 34,689 shares; 2024Q4: 34,845 shares 34,845$10.1M6.68%+156Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 148,899 shares; 2024Q3: 148,899 shares; 2024Q4: 148,899 shares 148,899$4.58M3.03%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 58,443 shares; 2024Q1: 58,466 shares; 2024Q2: 58,915 shares; 2024Q3: 58,952 shares; 2024Q4: 58,992 shares 58,992$3.84M2.54%+40Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 115,106 shares; 2024Q1: 115,106 shares; 2024Q2: 112,950 shares; 2024Q3: 105,611 shares; 2024Q4: 107,978 shares 107,978$3.66M2.42%+2,367Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 36,374 shares; 2024Q1: 36,374 shares; 2024Q2: 36,441 shares; 2024Q3: 36,441 shares; 2024Q4: 36,536 shares 36,536$2.38M1.57%+95Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 20,869 shares; 2024Q2: 39,345 shares; 2024Q3: 64,108 shares; 2024Q4: 64,108 shares 64,108$1.7M1.13%0Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,366 shares; 2024Q3: 32,105 shares; 2024Q4: 32,105 shares 32,105$841K0.56%0Timeline
AVEEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,861 shares; 2024Q4: 7,085 shares 7,085$378K0.25%+3,224Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 7,618 shares; 2024Q1: 7,635 shares; 2024Q2: 7,666 shares; 2024Q3: 7,691 shares; 2024Q4: 7,733 shares 7,733$312K0.21%+42Timeline
PDNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 8,782 shares; 2024Q1: 8,828 shares; 2024Q2: 8,908 shares; 2024Q3: 8,973 shares; 2024Q4: 9,069 shares 9,069$287K0.19%+96Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 6,612 shares; 2024Q1: 6,640 shares; 2024Q2: 6,670 shares; 2024Q3: 6,701 shares; 2024Q4: 6,734 shares 6,734$280K0.19%+33Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 10,878 shares; 2024Q1: 10,914 shares; 2024Q2: 11,075 shares; 2024Q3: 11,243 shares; 2024Q4: 12,008 shares 12,008$246K0.16%+765Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 4,719 shares; 2024Q1: 4,719 shares; 2024Q2: 4,765 shares; 2024Q3: 4,765 shares; 2024Q4: 4,912 shares 4,912$227K0.15%+147Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VGSHVANGUARD SCOTTSDALE FDS3,387$200Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002011188-25-000002 base2025-01-28acceptance time not in the bulk data set