Efficient Advisors’ Q3 2022 vs. Q4 2022 13F Holdings: Which Funds Saw the Biggest Changes?

Efficient Advisors, LLC recently released its Q3 2022 vs. Q4 2022 13F Holdings comparison report, revealing which funds saw the biggest changes in holdings during this period. The report showed that there were several significant changes in the portfolio holdings, including a 13.5% increase in shares of VBR and a 46.2% decrease in shares of AGG. For investors seeking to understand the changing landscape of mutual funds and exchange-traded funds (ETFs), analyzing 13F filings can provide a good starting point. With that in mind, let's take a closer look at the Efficient Advisors’ Q3 2022 vs. Q4 2022 13F Holdings comparison report and what it reveals about the current state of the market.

VBR: Vanguard Index Funds

The Vanguard Index Funds, including VBR, showed an increase in shares of 13.5% during Q4 2022, which is a promising sign for the fund. This increase in shares was accompanied by a similar increase in value of 13.5%, indicating that these new shares were acquired at higher prices, which bodes well for the fund's performance.

AGG: iShares TR

The iShares TR saw the most significant change in holdings over the period, with a decrease of 46.2% in shares held during Q4 2022. This decline was accompanied by a decrease in value of 46.2%, which means that the shares were sold at lower prices. This suggests that the fund manager may have lost confidence in the fund's future prospects.

DIMENSIONAL ETF TRUST

Several funds managed by DIMENSIONAL ETF TRUST saw significant changes in holdings during the period. DFAC and DFIS were two of the top-performing funds, with an increase of 13,936.3% and 17,491% in shares held during Q4 2022, respectively. However, DFUV and DFUS were among the worst-performing funds, with a decrease of 33% in shares held during the same period.

VSS: Vanguard International Equity Index F

VSS, managed by Vanguard International Equity Index F, was one of the top-performing funds, with an increase of 16.1% in shares held during Q4 2022. This increase in shares was accompanied by a 16.1% increase in value, indicating that the new shares were acquired at higher prices, which bodes well for the fund's future performance.

Conclusion

In summary, Efficient Advisors’ Q3 2022 vs. Q4 2022 13F Holdings comparison report sheds light on the changing market dynamics of mutual funds and ETFs. While some funds saw significant increase in shares held and corresponding increases in value, some funds saw significant decrease in shares held and corresponding decreases in value during the same period. As always, investors should conduct further research before making any investment decisions.