Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VBR) | 602,531 | -29,879 | $108,438 |
VBR | 602,531 | -29,879 | $108,438 |
VANGUARD INDEX FDS (VTI) | 400,699 | -42,871 | $95,054 |
VTI | 400,699 | -42,871 | $95,054 |
VANGUARD INDEX FDS (VB) | 441,803 | -20,809 | $94,250 |
VB | 441,803 | -20,809 | $94,250 |
VANGUARD BD INDEX FDS (BND) | 1,253,476 | -245,755 | $92,193 |
BND | 1,253,476 | -245,755 | $92,193 |
VANGUARD BD INDEX FDS (BIV) | 1,163,563 | -240,984 | $88,873 |
BIV | 1,163,563 | -240,984 | $88,873 |
VANGUARD INDEX FDS (VTV) | 575,227 | -45,216 | $85,996 |
VTV | 575,227 | -45,216 | $85,996 |
VANGUARD INDEX FDS (VOO) | 189,007 | -22,247 | $82,558 |
VOO | 189,007 | -22,247 | $82,558 |
ISHARES TR (AGG) | 687,357 | +39,239 | $68,220 |
AGG | 687,357 | +39,239 | $68,220 |
VANGUARD BD INDEX FDS (BSV) | 810,871 | -61,950 | $62,453 |
BSV | 810,871 | -61,950 | $62,453 |
VANGUARD INTL EQUITY INDEX F (VEU) | 839,381 | -86,006 | $47,123 |
VEU | 839,381 | -86,006 | $47,123 |
VANGUARD INDEX FDS (VNQ) | 487,705 | -34,924 | $43,094 |
VNQ | 487,705 | -34,924 | $43,094 |
DIMENSIONAL ETF TRUST (DFAC) | 1,409,727 | +10,952 | $41,206 |
DFAC | 1,409,727 | +10,952 | $41,206 |
VANGUARD INTL EQUITY INDEX F (VSS) | 320,048 | -26,600 | $36,815 |
VSS | 320,048 | -26,600 | $36,815 |
VANGUARD STAR FDS (VXUS) | 624,367 | -51,251 | $36,188 |
VXUS | 624,367 | -51,251 | $36,188 |
VANGUARD INTL EQUITY INDEX F (VGK) | 550,039 | -53,895 | $35,467 |
VGK | 550,039 | -53,895 | $35,467 |
VANGUARD TAX MANAGED FDS (VEA) | 738,344 | -72,466 | $35,367 |
VEA | 738,344 | -72,466 | $35,367 |
VANGUARD INTL EQUITY INDEX F (VPL) | 488,447 | -48,443 | $35,183 |
VPL | 488,447 | -48,443 | $35,183 |
DIMENSIONAL ETF TRUST (DUHP) | 1,127,187 | +2,580 | $32,249 |
DUHP | 1,127,187 | +2,580 | $32,249 |
DIMENSIONAL ETF TRUST (DFIC) | 1,213,330 | +18,138 | $30,976 |
DFIC | 1,213,330 | +18,138 | $30,976 |
VANGUARD CHARLOTTE FDS (BNDX) | 576,975 | -118,011 | $28,482 |
BNDX | 576,975 | -118,011 | $28,482 |
VANGUARD SCOTTSDALE FDS (VCSH) | 365,074 | -80,177 | $28,246 |
VCSH | 365,074 | -80,177 | $28,246 |
VANGUARD MALVERN FDS (VTIP) | 587,746 | -121,652 | $27,912 |
VTIP | 587,746 | -121,652 | $27,912 |
AMERICAN CENTY ETF TR (AVDV) | 404,182 | +16,339 | $25,257 |
AVDV | 404,182 | +16,339 | $25,257 |
VANGUARD INTL EQUITY INDEX F (VWO) | 586,659 | -56,832 | $24,112 |
VWO | 586,659 | -56,832 | $24,112 |
FLEXSHARES TR (TILT) | 122,139 | -7,132 | $22,287 |
TILT | 122,139 | -7,132 | $22,287 |
DIMENSIONAL ETF TRUST (DFIS) | 901,459 | +24,890 | $21,788 |
DFIS | 901,459 | +24,890 | $21,788 |
VANGUARD SCOTTSDALE FDS (VGSH) | 320,795 | +6,971 | $18,712 |
VGSH | 320,795 | +6,971 | $18,712 |
FLEXSHARES TR (TLTD) | 236,481 | -11,194 | $16,149 |
TLTD | 236,481 | -11,194 | $16,149 |
DIMENSIONAL ETF TRUST (DIHP) | 472,447 | +3,387 | $12,123 |
DIHP | 472,447 | +3,387 | $12,123 |
ISHARES TR (IVE) | 67,292 | -5,634 | $11,701 |
IVE | 67,292 | -5,634 | $11,701 |
WISDOMTREE TR | 201,671 | -2,994 | $10,067 |
DGS | 201,671 | -2,994 | $10,067 |
ISHARES TR (SHY) | 122,144 | +17,023 | $10,021 |
SHY | 122,144 | +17,023 | $10,021 |
DIMENSIONAL ETF TRUST (DFAE) | 389,366 | -224 | $9,388 |
DFAE | 389,366 | -224 | $9,388 |
ISHARES TR (EFV) | 179,634 | -11,413 | $9,359 |
EFV | 179,634 | -11,413 | $9,359 |
ISHARES TR (IWC) | 49,225 | -513 | $5,712 |
IWC | 49,225 | -513 | $5,712 |
ISHARES TR (IVV) | 10,860 | -882 | $5,187 |
IVV | 10,860 | -882 | $5,187 |
ISHARES TR (EFA) | 64,981 | -3,655 | $4,896 |
EFA | 64,981 | -3,655 | $4,896 |
WISDOMTREE TR | 96,877 | -174 | $3,397 |
WTMF | 96,877 | -174 | $3,397 |
FLEXSHARES TR (TLTE) | 65,431 | -4,320 | $3,339 |
TLTE | 65,431 | -4,320 | $3,339 |
DIMENSIONAL ETF TRUST (DFAT) | 63,607 | -4,484 | $3,329 |
DFAT | 63,607 | -4,484 | $3,329 |
DIMENSIONAL ETF TRUST (DFAS) | 54,392 | -3,370 | $3,243 |
DFAS | 54,392 | -3,370 | $3,243 |
ISHARES TR (SCZ) | 50,780 | -2,311 | $3,143 |
SCZ | 50,780 | -2,311 | $3,143 |
ISHARES TR (EEM) | 72,282 | -4,692 | $2,906 |
EEM | 72,282 | -4,692 | $2,906 |
SPDR INDEX SHS FDS (RWO) | 65,821 | -2,376 | $2,877 |
RWO | 65,821 | -2,376 | $2,877 |
ISHARES TR (SUB) | 26,353 | -1,130 | $2,778 |
SUB | 26,353 | -1,130 | $2,778 |
VANGUARD INTL EQUITY INDEX F (VT) | 19,889 | -1,401 | $2,046 |
VT | 19,889 | -1,401 | $2,046 |
DIMENSIONAL ETF TRUST (DISV) | 50,542 | -1,021 | $1,303 |
DISV | 50,542 | -1,021 | $1,303 |
ISHARES TR (MUB) | 11,993 | -608 | $1,300 |
MUB | 11,993 | -608 | $1,300 |
SPDR INDEX SHS FDS (GWX) | 25,641 | -3,746 | $814 |
GWX | 25,641 | -3,746 | $814 |
ISHARES TR (AOA) | 11,376 | -187 | $786 |
AOA | 11,376 | -187 | $786 |
See Full List: All Stocks Held By Efficient Advisors LLC
Including:
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Efficient Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $1,480,969 At 09/30/2023: $1,477,551 Efficient Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Efficient Advisors LLC 13F filings. Link to 13F filings: SEC filings |