KOSS β€” D KOSS CORP COM

Ownership history in DIMENSIONAL FUND ADVISORS LP  Β·  100 quarters on record

This page tracks every 13F SEC filing in which DIMENSIONAL FUND ADVISORS LP reported a position in D KOSS CORP COM (KOSS). 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.

πŸ” Peak position
0.02% (2001 Q1)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
1999 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
100

Position Intelligence

DIMENSIONAL FUND ADVISORS LP Γ— KOSS AI Analytics

πŸ“‰ DIMENSIONAL FUND ADVISORS LP underperformed the S&P 500 by –19.4% annually on this KOSS position. Timing score: 49% (34/69 decisions correct). Average cost basis: $3.70. Maximum drawdown during holding period: –90.4%.

πŸ“ˆ Position Alpha vs SPY
-19.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 19.4% ann.
8 quarters analyzed

⏱️ Timing Score
49%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
34 of 69 add/trim decisions correct

πŸ’° Entry Quality
$3.70
+11.9% vs current ($4.14)

Best entry: $1.56 (1999 Q3)  Β·  Worst: $16.35 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–90.4%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

30 adds Β· 39 trims. Bought during 20 of 54 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    KOSS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 23,342 β€” 0% 0.00% $97K $4.14
2025 Q3 ADDED 23,342 +12,661 +118.5% 0.00% $119K $5.08
2025 Q2 REDUCED 10,681 -135,277 -92.7% 0.00% $54K $5.10
2024 Q2 ADDED 145,958 +9,813 +7.2% 0.00% $650K $4.45
2024 Q1 REDUCED 136,145 -360 -0.3% 0.00% $350K $2.57
2023 Q4 ADDED 136,505 +2,514 +1.9% 0.00% $457K $3.35
2023 Q3 UNCHANGED 133,991 β€” 0% 0.00% $403K $2.96
2023 Q2 REDUCED 133,991 -4 -0.0% 0.00% $496K $3.70
2023 Q1 REDUCED 133,995 -8,000 -5.6% 0.00% $619K $4.62
2022 Q4 ADDED 141,995 +2,330 +1.7% 0.00% $693K $4.95
90 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to DIMENSIONAL FUND ADVISORS LP Holdings