EdgeMarket › What Efficient Advisors, Llc reported owning
What Efficient Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
58Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | 113.7M | 8.1% | 1.5M | 72.23 | -1.8% |
| BIV Vanguard Intermediate-Term Bond ETF | 109.2M | 7.8% | 1.4M | 75.43 | -2.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 106.6M | 7.6% | 332.4K | 378.24 | +20.5% |
| VOO Vanguard S&P 500 ETF | 97.0M | 6.9% | 162.3K | 703.71 | +20.0% |
| VTV Vanguard Morningstar Value ETF | 96.9M | 6.9% | 494.0K | 226.40 | +24.6% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 86.5M | 6.1% | 397.9K | 249.18 | +22.7% |
| VB Vanguard Morningstar Small-Cap ETF | 82.8M | 5.9% | 316.2K | 304.76 | +24.4% |
| VEU Vanguard FTSE All World Ex US ETF | 54.3M | 3.9% | 723.5K | 85.69 | +23.3% |
| BSV Vanguard Short-Term Bond ETF | 50.1M | 3.6% | 639.3K | 77.57 | -1.4% |
| VNQ Vanguard Real Estate ETF | 47.7M | 3.4% | 537.8K | 98.50 | +8.6% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 41.9M | 3.0% | 287.1K | 160.06 | +15.9% |
| VEA Vanguard FTSE Developed Markets ETF | 40.4M | 2.9% | 630.0K | 73.42 | +24.7% |
| VGK Vanguard FTSE Europe ETF | 40.3M | 2.9% | 488.5K | 92.72 | +16.8% |
| VPL Vanguard FTSE Pacific ETF | 39.9M | 2.8% | 408.0K | 115.11 | +33.4% |
| VXUS Vanguard Total International Stock ETF | 39.4M | 2.8% | 511.0K | 87.71 | +22.7% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 36.9M | 2.6% | 739.0K | 49.79 | -1.1% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 36.4M | 2.6% | 459.8K | 78.59 | -1.3% |
| BNDX Vanguard Total International Bond ETF | 36.1M | 2.6% | 751.5K | 47.65 | -3.3% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 30.4M | 2.2% | 782.3K | 45.61 | +22.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 28.6M | 2.0% | 528.7K | 60.45 | +17.7% |
| DUHP Dimensional US High Profitability ETF | 26.3M | 1.9% | 715.6K | 42.41 | +15.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 26.1M | 1.9% | 262.9K | 97.35 | -1.7% |
| DFIC Dimensional International Core Equity 2 ETF | 23.0M | 1.6% | 646.2K | 39.41 | +22.0% |
| DFIS Dimensional International Small Cap ETF | 15.1M | 1.1% | 447.3K | 37.55 | +21.5% |
| AVDV Avantis International Small Cap Value ETF | 11.0M | 0.8% | 110.1K | 111.95 | +32.8% |
| DFAT Dimensional U.S. Targeted Value ETF | 9.7M | 0.7% | 155.1K | 71.67 | +26.9% |
| DIHP Dimensional International High Profitability E | 9.6M | 0.7% | 297.7K | 35.74 | +18.9% |
| DFAS Dimensional U.S. Small Cap ETF | 9.5M | 0.7% | 133.6K | 83.02 | +25.5% |
| VGSH Vanguard Short-Term Treasury ETF | 8.5M | 0.6% | 145.9K | 58.13 | -0.9% |
| DFAE Dimensional Emerging Core Equity Market ETF | 8.5M | 0.6% | 250.6K | 39.49 | +32.0% |
| IVE iShares S&P 500 Value ETF | 5.5M | 0.4% | 25.8K | 237.24 | +17.6% |
| EFV iShares MSCI EAFE Value ETF | 4.6M | 0.3% | 61.3K | 82.23 | +21.4% |
| DGS WisdomTree Emerging Market SmallCap Fund | 4.1M | 0.3% | 68.9K | 63.34 | +12.8% |
| DISV Dimensional International Small Cap Value ETF | 4.1M | 0.3% | 103.7K | 44.49 | +28.9% |
| SHY iShares 1-3 Year Treasury Bond ETF | 3.7M | 0.3% | 45.0K | 82.00 | -0.9% |
| TILT FlexShares Mornigstar US Market Factors Tilt I | 3.6M | 0.3% | 15.1K | 283.92 | +22.5% |
| IWC iShares Microcap ETF | 2.6M | 0.2% | 16.0K | 198.14 | +45.6% |
| IVV iShares Core S&P 500 ETF | 2.5M | 0.2% | 3.8K | 769.31 | +20.0% |
| EFA iShares MSCI EAFE ETF | 2.2M | 0.2% | 23.2K | 108.24 | +17.1% |
| TLTD FlexShares Morningstar Developed Markets ex-US | 1.9M | 0.1% | 20.5K | 104.89 | +20.4% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 1.5M | 0.1% | 18.6K | 86.60 | +14.8% |
| EEM iShares MSCI Emerging Markets ETF | 1.4M | 0.1% | 24.7K | 67.12 | +34.9% |
| WTMF WisdomTree Managed Futures Strategy Fund | 1.4M | 0.1% | 35.2K | 41.90 | +14.8% |
| VT Vanguard Total World Stock Index ETF | 1.4M | 0.1% | 9.9K | 160.77 | +21.2% |
| JPM JPMORGAN CHASE & CO | 651.3K | 0.0% | 2.2K | 351.58 | +20.3% |
| IWL iShares Russell Top 200 ETF | 622.8K | 0.0% | 3.9K | 189.35 | +19.7% |
| VV Vanguard Morningstar Large-Cap ETF | 562.9K | 0.0% | 1.9K | 352.60 | +19.8% |
| SUB iShares Short-Term National Muni Bond ETF | 535.1K | 0.0% | 5.0K | 106.30 | -0.6% |
| RWO State Street SPDR Dow Jones Global Real Estate | 387.2K | 0.0% | 8.5K | 50.52 | +12.1% |
| IEFA iShares Core MSCI EAFE ETF | 382.7K | 0.0% | 4.2K | 100.85 | +16.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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