Ownership history in RATIONAL ADVISORS, INC. Β· 11 quarters on record
This page tracks every 13F SEC filing in which RATIONAL ADVISORS, INC. reported a position in DIMENSIONAL ETF TRUST (DFCF). 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 RATIONAL ADVISORS, INC. underperformed the S&P 500 by β18.0% annually on this DFCF position. Timing score: 10% (1/10 decisions correct). Average cost basis: $37.19. Maximum drawdown during holding period: β3.0%.
β Significantly underperformed the S&P 500 by 18.0% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 10 add/trim decisions correct
Best entry: $36.95 (2023 Q2) Β· Worst: $37.25 (2023 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 9 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.62% 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.