13F Filings History of Efficient Frontier Advisors LLC

Latest 13F report
Q2 2025 - Jul 9, 2025
Value $
$158M
Signature - Title
Susan Sharin - Chief Compliance Officer
Location
Eastford, CT
Summary
This page shows a list of all the recent 13F filings made by Efficient Frontier Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Efficient Frontier Advisors LLC reported 22 stock holdings with total value $158M as of Q2 2025. Top holdings included SGOV, DFUV, DFAT, DFIV, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 22 $158M +$1.71M -$5.19M -$3.48M SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 7/9/2025, 09:56 AM
Q1 2025 21 $154M +$1.92M -$459K +$1.46M SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 4/7/2025, 11:48 AM
Q4 2024 17 $151M +$1.1M -$1.21M -$111K SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 1/28/2025, 04:34 PM
Q3 2024 18 $155M +$5.75M -$292K +$5.45M SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 10/2/2024, 11:24 AM
Q2 2024 16 $142M +$22.8M -$4.13M +$18.7M SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 7/18/2024, 11:02 AM
Q1 2024 13 $126M +$2.63M -$1.2M +$1.43M DFUV, DFAT, SGOV, DFIV, DFAS 13F-HR 4/3/2024, 12:49 PM
Q4 2023 12 $119M $0 $0 SGOV, DFAT, DFUV, DFIV, GDX 13F-HR 2/8/2024, 06:34 PM