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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 22 $157,517,595 +$1,709,948 -$5,187,748 -$3,477,800 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 +$5,745,649 -$292,209 +$5,453,440 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 02 Oct 2024, 11:24
Q2 2024 16 $141,858,000 +$22,841,686 -$4,133,528 +$18,708,158 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 18 Jul 2024, 11:02
Q1 2024 13 $126,272,000 +$2,628,100 -$1,201,571 +$1,426,529 DFUV, DFAT, SGOV, DFIV, DFAS 13F-HR 03 Apr 2024, 12:49
Q4 2023 12 $118,959,000 $0 SGOV, DFAT, DFUV, DFIV, GDX 13F-HR 08 Feb 2024, 18:34