Ownership history in KFG WEALTH MANAGEMENT, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which KFG WEALTH MANAGEMENT, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). 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 KFG WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +1.0% annually on this DFEM position. Timing score: 83% (5/6 decisions correct). Average cost basis: $27.52. Maximum drawdown during holding period: β6.3%.
β
Outperformed SPY on this position by 1.0% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct
Best entry: $25.54 (2024 Q4) Β· Worst: $33.08 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.82% 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.