Ownership history in Efficient Advisors, LLC Β· 46 quarters on record
This page tracks every 13F SEC filing in which Efficient Advisors, LLC reported a position in FLEXSHARES TR (TLTE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Efficient Advisors, LLC underperformed the S&P 500 by β12.5% annually on this TLTE position. Timing score: 44% (17/39 decisions correct). Average cost basis: $34.67. Maximum drawdown during holding period: β33.4%.
β Significantly underperformed the S&P 500 by 12.5% ann.
41 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
17 of 39 add/trim decisions correct
Best entry: $31.56 (2016 Q1) Β· Worst: $47.65 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
11 adds Β· 30 trims. Bought during 6 of 17 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size