Fund Universe

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☆Efficient Advisors, LLC

CIK 0001542164 · holdings for 2026Q1 (change vs 2025Q4) · in signal universe
Quality Q
0.787
AUM ($M)
1,408
Positions
58
Turnover
0.07
Top-10 wt
60%
Herfindahl
0.047
History (qtrs)
5
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 58 positions · portfolio value $1,408M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BND funds › VANGUARD BD INDEX FDS ADD — 8.1% +1.5% 113.7 1,543,560 +31,866 4 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 7.8% +1.5% 109.2 1,414,410 +42,419 4 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 7.6% +0.2% 106.6 332,381 -43,252 4 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 6.9% +0.3% 97.0 162,324 -16,952 4 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 6.9% +0.4% 96.9 494,023 -88,839 4 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 6.1% -0.9% 86.5 397,932 -170,053 4 —
☆VB funds › VANGUARD INDEX FDS TRIM — 5.9% -0.4% 82.8 316,200 -102,548 4 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 3.9% +0.1% 54.3 723,486 -157,055 4 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 3.6% +0.0% 50.1 639,290 -131,330 4 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 3.4% +0.3% 47.7 537,829 -68,847 4 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 3.0% +0.0% 41.9 287,104 -64,121 4 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 2.9% +0.0% 40.4 630,007 -149,726 4 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 2.9% +0.0% 40.3 488,451 -96,907 4 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F TRIM — 2.8% +0.0% 39.9 408,006 -120,248 4 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 2.8% -0.0% 39.4 511,013 -127,945 4 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 2.6% +0.6% 36.9 738,954 +25,780 4 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 2.6% +0.5% 36.4 459,757 +14,763 4 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 2.6% +0.5% 36.1 751,540 +27,412 4 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 2.2% -0.9% 30.4 782,273 -543,906 4 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 2.0% +0.1% 28.6 528,677 -86,761 4 —
☆DUHP funds › DIMENSIONAL ETF TRUST TRIM — 1.9% -0.6% 26.3 715,575 -414,462 4 —
☆AGG funds › ISHARES TR TRIM — 1.9% -1.0% 26.1 262,936 -231,681 4 —
☆DFIC funds › DIMENSIONAL ETF TRUST TRIM — 1.6% -0.7% 23.0 646,208 -523,802 4 —
☆DFIS funds › DIMENSIONAL ETF TRUST TRIM — 1.1% -0.5% 15.1 447,277 -393,496 4 —
☆AVDV funds › AMERICAN CENTY ETF TR TRIM — 0.8% -0.3% 11.0 110,143 -89,261 4 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 0.7% +0.1% 9.7 155,140 -10,141 4 —
☆DIHP funds › DIMENSIONAL ETF TRUST TRIM — 0.7% -0.3% 9.6 297,727 -209,237 4 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.7% +0.1% 9.5 133,608 -5,334 4 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.6% -0.5% 8.5 145,860 -168,502 4 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.2% 8.5 250,564 -161,904 4 —
☆IVE funds › ISHARES TR TRIM — 0.4% +0.1% 5.5 25,815 -820 4 —
☆EFV funds › ISHARES TR TRIM — 0.3% +0.0% 4.6 61,256 -6,568 4 —
☆DGS funds › WISDOMTREE TR TRIM — 0.3% -0.2% 4.1 68,935 -71,958 4 —
☆DISV funds › DIMENSIONAL ETF TRUST TRIM — 0.3% +0.0% 4.1 103,718 -10,490 4 —
☆SHY funds › ISHARES TR TRIM — 0.3% -0.0% 3.7 44,994 -17,015 4 —
☆TILT funds › FLEXSHARES TR TRIM — 0.3% +0.0% 3.6 15,055 -1,606 4 —
☆IWC funds › ISHARES TR TRIM — 0.2% +0.0% 2.6 16,006 -1,469 4 —
☆IVV funds › ISHARES TR TRIM — 0.2% +0.0% 2.5 3,838 -443 4 —
☆EFA funds › ISHARES TR TRIM — 0.2% +0.0% 2.2 23,165 -2,532 4 —
☆TLTD funds › FLEXSHARES TR TRIM — 0.1% -0.0% 1.9 20,503 -5,646 4 —
☆SCZ funds › ISHARES TR TRIM — 0.1% +0.0% 1.5 18,583 -1,773 4 —
☆EEM funds › ISHARES TR TRIM — 0.1% +0.0% 1.4 24,664 -2,720 4 —
☆WTMF funds › WISDOMTREE TR ADD — 0.1% +0.0% 1.4 35,208 +388 4 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 1.4 9,906 -5,793 4 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.0% +0.0% 0.7 2,214 +0 3 —
☆IWL funds › ISHARES TR ADD — 0.0% +0.0% 0.6 3,881 +195 4 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.6 1,884 +77 4 —
☆SUB funds › ISHARES TR TRIM — 0.0% +0.0% 0.5 5,024 -96 4 —
☆RWO funds › SPDR INDEX SHS FDS TRIM — 0.0% +0.0% 0.4 8,460 -1,374 4 —
☆IEFA funds › ISHARES TR TRIM — 0.0% +0.0% 0.4 4,228 -223 4 —
☆ITOT funds › ISHARES TR TRIM — 0.0% +0.0% 0.4 2,650 -145 4 —
☆AOA funds › ISHARES TR TRIM — 0.0% +0.0% 0.4 4,152 -101 4 —
☆SPTM funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.3 3,821 +0 2 —
☆GLD funds › SPDR GOLD TR HOLD — 0.0% +0.0% 0.3 675 +0 4 —
☆TLTE funds › FLEXSHARES TR TRIM — 0.0% -0.0% 0.3 4,078 -1,723 4 —
☆MUB funds › ISHARES TR TRIM — 0.0% +0.0% 0.3 2,418 -53 4 —
☆AOM funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 5,340 -1,981 3 —
☆IEMG funds › ISHARES INC TRIM — 0.0% +0.0% 0.2 3,225 -259 4 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q1 1,408 58 0.07 60% 0.047 0.794 — in
2025Q4 1,713 58 0.03 57% 0.044 0.811 — in
2025Q3 1,775 58 0.03 56% 0.043 0.819 — in
2025Q2 1,679 96 0.04 55% 0.041 0.819 — entered
2025Q1 1,536 61 0.00 56% 0.042 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status