EFFICIENT ADVISORS, LLC

Filed: 11/10/2025ACC: 0001542164-25-000003

📋 What this filing means

EFFICIENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $1.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.77B

Total AUM (reported)

21.46M

Total Shares

Allocation by class

SM CP VAL ETF$128.44M7.2%

TOTAL STK MKT$126.31M7.1%

S&P 500 ETF SHS$112.28M6.3%

TOTAL BND MRKT$112.08M6.3%

SMALL CP ETF$111.93M6.3%

VALUE ETF$109.45M6.2%

INTERMED TERM$106.59M6.0%

Portfolio Concentration

Top 3$367.04M20.7%

4–10$632.37M35.6%

11–25$643.14M36.2%

Rest$132.14M7.4%

Top 3 weight

20.7%

Top 10 weight

56.3%

Voting Authority Distribution

Total shares with voting rights: 21.46M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

21.46M

% of voting shares100.0%

Investment Discretion (by position count)

Sole58

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings58

Rows:

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares615.42K

TypeSH

Market value$128.44M

7.24%

Sole

0.00

Shared

0.00

None

615.42K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares384.88K

TypeSH

Market value$126.31M

7.12%

Sole

0.00

Shared

0.00

None

384.88K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares183.36K

TypeSH

Market value$112.28M

6.33%

Sole

0.00

Shared

0.00

None

183.36K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.51M

TypeSH

Market value$112.08M

6.32%

Sole

0.00

Shared

0.00

None

1.51M

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares440.20K

TypeSH

Market value$111.93M

6.31%

Sole

0.00

Shared

0.00

None

440.20K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares586.88K

TypeSH

Market value$109.45M

6.17%

Sole

0.00

Shared

0.00

None

586.88K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares1.36M

TypeSH

Market value$106.59M

6.01%

Sole

0.00

Shared

0.00

None

1.36M

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares842.02K

TypeSH

Market value$66.44M

3.74%

Sole

0.00

Shared

0.00

None

842.02K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares891.58K

TypeSH

Market value$63.63M

3.59%

Sole

0.00

Shared

0.00

None

891.58K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares620.89K

TypeSH

Market value$62.24M

3.51%

Sole

0.00

Shared

0.00

None

620.89K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares1.60M

TypeSH

Market value$61.77M

3.48%

Sole

0.00

Shared

0.00

None

1.60M

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares589.43K

TypeSH

Market value$53.89M

3.04%

Sole

0.00

Shared

0.00

None

589.43K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares1.32M

TypeSH

Market value$49.94M

2.81%

Sole

0.00

Shared

0.00

None

1.32M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares345.43K

TypeSH

Market value$49.24M

2.77%

Sole

0.00

Shared

0.00

None

345.43K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares650.24K

TypeSH

Market value$47.77M

2.69%

Sole

0.00

Shared

0.00

None

650.24K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares533.14K

TypeSH

Market value$46.83M

2.64%

Sole

0.00

Shared

0.00

None

533.14K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares780.93K

TypeSH

Market value$46.79M

2.64%

Sole

0.00

Shared

0.00

None

780.93K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares580.92K

TypeSH

Market value$46.36M

2.61%

Sole

0.00

Shared

0.00

None

580.92K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares1.40M

TypeSH

Market value$45.91M

2.59%

Sole

0.00

Shared

0.00

None

1.40M

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares709.50K

TypeSH

Market value$35.09M

1.98%

Sole

0.00

Shared

0.00

None

709.50K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares693.10K

TypeSH

Market value$35.09M

1.98%

Sole

0.00

Shared

0.00

None

693.10K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares438.96K

TypeSH

Market value$35.09M

1.98%

Sole

0.00

Shared

0.00

None

438.96K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares632.11K

TypeSH

Market value$34.25M

1.93%

Sole

0.00

Shared

0.00

None

632.11K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares1M

TypeSH

Market value$31.76M

1.79%

Sole

0.00

Shared

0.00

None

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares397.02K

TypeSH

Market value$23.36M

1.32%

Sole

0.00

Shared

0.00

None

397.02K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	615.42K	SH	$128.44M 7.24%	615.42K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	384.88K	SH	$126.31M 7.12%	384.88K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	183.36K	SH	$112.28M 6.33%	183.36K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.51M	SH	$112.08M 6.32%	1.51M
VANGUARD INDEX FDSSOLE	SMALL CP ETF	440.20K	SH	$111.93M 6.31%	440.20K
VANGUARD INDEX FDSSOLE	VALUE ETF	586.88K	SH	$109.45M 6.17%	586.88K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	1.36M	SH	$106.59M 6.01%	1.36M
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	842.02K	SH	$66.44M 3.74%	842.02K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	891.58K	SH	$63.63M 3.59%	891.58K
ISHARES TRSOLE	CORE US AGGBD ET	620.89K	SH	$62.24M 3.51%	620.89K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	1.60M	SH	$61.77M 3.48%	1.60M
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	589.43K	SH	$53.89M 3.04%	589.43K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	1.32M	SH	$49.94M 2.81%	1.32M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	345.43K	SH	$49.24M 2.77%	345.43K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	650.24K	SH	$47.77M 2.69%	650.24K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	533.14K	SH	$46.83M 2.64%	533.14K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	780.93K	SH	$46.79M 2.64%	780.93K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	580.92K	SH	$46.36M 2.61%	580.92K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	1.40M	SH	$45.91M 2.59%	1.40M
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	709.50K	SH	$35.09M 1.98%	709.50K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	693.10K	SH	$35.09M 1.98%	693.10K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	438.96K	SH	$35.09M 1.98%	438.96K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	632.11K	SH	$34.25M 1.93%	632.11K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	1M	SH	$31.76M 1.79%	1M
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	397.02K	SH	$23.36M 1.32%	397.02K

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