13F Filings History of Efficient Frontier Advisors LLC

Latest 13F report
Q2 2025 - 09 Jul 2025
Value $
$157,517,595
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 $157,517,595 as of Q2 2025. Top holdings included SGOV, DFUV, DFAT, DFIV, and VTI.

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Holdings Value

Key facts

  • Efficient Frontier Advisors LLC reports institutional holdings through Form 13F filings.
  • Latest reported quarter: Q2 2025.
  • Latest reported holdings value: $157,517,595.

Change

  • Most recent filing was accepted on 09 Jul 2025, 09:56.
  • Reported value moved from $153,717,109 to $157,517,595.

Research use

  • This gives a plain-language read of holdings direction before you open full quarter tables.
  • Use the filing links below to verify the exact SEC source document.

Evidence

Backed by Form 13F

Portfolio holdings and changes are grounded in SEC Form 13F filings.

See Original Filing
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 22 $157,517,595 +$1,709,948 -$5,187,747 -$3,477,799 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 09 Jul 2025, 09:56
Q1 2025 21 $153,717,109 +$1,922,820 -$458,708 +$1,464,112 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 07 Apr 2025, 11:48
Q4 2024 17 $151,223,000 +$1,096,526 -$1,207,220 -$110,694 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 28 Jan 2025, 16:34
Q3 2024 18 $154,517,000 +$5,745,650 -$292,209 +$5,453,441 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 02 Oct 2024, 11:24
Q2 2024 16 $141,858,000 +$22,841,685 -$4,133,530 +$18,708,155 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 18 Jul 2024, 11:02
Q1 2024 13 $126,272,000 +$2,628,102 -$1,201,571 +$1,426,531 DFUV, DFAT, SGOV, DFIV, DFAS 13F-HR 03 Apr 2024, 12:49
Q4 2023 12 $118,959,000 $0 $0 $0 SGOV, DFAT, DFUV, DFIV, GDX 13F-HR 08 Feb 2024, 18:34
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