Data as of Q4 2025 (Dec 31, 2025)
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Showing Q2 2025 data
Efficient Frontier Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Efficient Frontier Advisors LLC

โ€ขCIK: 2011188โ€ขFiling: Q2 2025

**Efficient Frontier Advisors LLC** manages $158M across a concentrated portfolio of 22 positions. The strategy exhibits a significant allocation to short-duration fixed income, notably holding $42.1M in SGOV and $32.0M in DFUV. Further diversification is evident with substantial positions in DFAT ($25.2M) and DFIV ($24.8M), alongside a core equity holding in VTI ($10.8M). This structure suggests a tactical tilt toward capital preservation within high-yield fixed income structures.

Total AUM
$157.5M
QoQ Performance
+2.5%
Positions
9
Top 10 Concentration
96.8%
Latest Filing
Q2 2025

Top Holdings Allocation

SGOV
DFUV
DFAT
DFIV
VTI
SGOV26.7%
DFUV20.3%
DFAT16.0%
DFIV15.7%
VTI6.9%
GDX2.9%
DFSV2.8%
DFAS2.2%

๐Ÿ“ˆ Biggest Buys

SGOV
ISHARES TR
+2.7%
26.7% of portfolio
AVUV
AMERICAN CENTY ETF TR
NEW
0.2% of portfolio
DISV
DIMENSIONAL ETF TRUST
+4.9%
1.4% of portfolio
DFSV
DIMENSIONAL ETF TRUST
+2.3%
2.8% of portfolio
VTI
VANGUARD INDEX FDS
+0.6%
6.9% of portfolio

๐Ÿ“‰ Biggest Sells

DFUV
DIMENSIONAL ETF TRUST
-5.7%
20.3% of portfolio
DFAT
DIMENSIONAL ETF TRUST
-6.8%
16.0% of portfolio
GDX
VANECK ETF TRUST
-11.8%
2.9% of portfolio
DFIV
DIMENSIONAL ETF TRUST
-1.8%
15.7% of portfolio
DFAS
DIMENSIONAL ETF TRUST
-9.5%
2.2% of portfolio

Sector Breakdown

Other99.6%
ETF0.4%

Changes from Q1 2025

NEW1 new position
โ†‘14 increased
โ†“5 decreased

Historical Filings

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023