Efficient Frontier Advisors LLC

CIK

2011188

Location

EASTFORD, CT

Portfolio Value

Small $157,516,257

Diversification

Highly concentrated

Filing Date

Global Rank

#6,428 / 8,137 ▼ 199 · as of Jun 2025

3Y Alpha vs SPY

-5.3%

Period ended 1 year ago

Filed Jul 9, 2025 · 1y

7 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 100.0% of the book (60%+)

Turnover

Low turnover

2.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 93.7%; sector active share 87.8% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

22 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

59.1%

−1.1 pts

Top 5

98.6%

−0.1 pts

Top 10

100.0%

0.0 pts

HHI

4,271

Highly concentrated−119

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	100.0%	$157,516,257	22

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	+11,049	417,900	$42,078,351
DFSV	Dimensional US Small Cap Value ETF	+3,444	152,343	$4,483,454
DISV	Dimensional International Small Cap Value ETF	+3,172	67,280	$2,214,184
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+201	35,647	$10,834,192
PDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF	+86	9,228	$359,153
AVDV	Avantis International Small Cap Value ETF	+84	37,377	$2,963,248
AVES	Avantis Emerging Markets Value ETF	+80	5,810	$311,096
PXH	Invesco RAFI Emerging Markets ETF	+77	11,492	$268,797
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	+50	3,439	$266,522
PRF	Victory Portfolios II	+28	6,793	$287,140
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	+20	7,762	$315,680
VEA	Vanguard FTSE Developed Markets ETF	+17	5,616	$320,168
VPL	VANGUARD PACIFIC STOCK INDEX FUND	+11	4,988	$409,913
VOO	VANGUARD 500 INDEX FUND	+2	1,239	$703,789
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
DFUV	Dimensional U.S. Marketwide Value ETF	−45,865	757,534	$32,028,537
DFAT	Dimensional U.S. Targeted Value ETF	−33,834	466,243	$25,158,472
GDX	VanEck Gold Miners ETF	−11,885	88,957	$4,631,101
DFIV	Dimensional International Value ETF	−10,459	577,942	$24,753,255
DFAS	Dimensional U.S. Small Cap ETF	−5,591	53,434	$3,404,280
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AVUV	Avantis U.S. Small Cap Value ETF	3,355	$305,640
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $157,516,257 total · filing declares 22 positions · $157,517,595 · as of Jun 30, 2025

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	417,900	+11,049	$42,078,351	+2.7%	7	before history	26.71%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	757,534	-45,865	$32,028,537	−3.3%	7	before history	20.33%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	466,243	-33,834	$25,158,472	−2.3%	7	before history	15.97%
DFIV	Dimensional International Value ETF	Reduced	577,942	-10,459	$24,753,255	+6.9%	7	before history	15.71%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	35,647	+201	$10,834,192	+11.2%	5	unpriced	6.88%
GDX	VanEck Gold Miners ETF	Reduced	88,957	-11,885	$4,631,101	−0.1%	7	before history	2.94%
DFSV	Dimensional US Small Cap Value ETF	Added	152,343	+3,444	$4,483,454	+7.0%	5	$28.99	2.85%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	53,434	-5,591	$3,404,280	−3.5%	7	before history	2.16%
AVDV	Avantis International Small Cap Value ETF	Added	37,377	+84	$2,963,248	+13.9%	7	before history	1.88%
DISV	Dimensional International Small Cap Value ETF	Added	67,280	+3,172	$2,214,184	+18.6%	6	$27.24	1.41%
DFEV	Dimensional Emerging Markets Value ETF	Held	32,975	0	$988,920	+10.9%	5	$27.13	0.63%
VOO	VANGUARD 500 INDEX FUND	Added	1,239	+2	$703,789	+10.7%	2	unpriced	0.45%
AVEE	Avantis Emerging Markets Small Cap Equity ETF	Held	7,143	0	$430,365	+14.7%	4	$55.93	0.27%
VPL	VANGUARD PACIFIC STOCK INDEX FUND	Added	4,988	+11	$409,913	+13.7%	2	$73.28	0.26%
PDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF	Added	9,228	+86	$359,153	+17.3%	7	before history	0.23%
VEA	Vanguard FTSE Developed Markets ETF	Added	5,616	+17	$320,168	+12.5%	2	$50.61	0.20%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	Added	7,762	+20	$315,680	+7.7%	7	before history	0.20%
AVES	Avantis Emerging Markets Value ETF	Added	5,810	+80	$311,096	+15.1%	7	before history	0.20%
AVUV	Avantis U.S. Small Cap Value ETF	NEW	3,355	NEW	$305,640	NEW	1	$86.19	0.19%
PRF	Victory Portfolios II	Added	6,793	+28	$287,140	+5.0%	7	before history	0.18%
PXH	Invesco RAFI Emerging Markets ETF	Added	11,492	+77	$268,797	+8.3%	7	before history	0.17%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Added	3,439	+50	$266,522	+12.0%	2	$69.01	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.