Ownership history in Kings Path Partners LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Kings Path Partners LLC reported a position in DIMENSIONAL ETF TRUST (DUSB). 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 Kings Path Partners LLC underperformed the S&P 500 by β7.3% annually on this DUSB position. Timing score: 67% (2/3 decisions correct). Average cost basis: $48.00. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 7.3% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $47.63 (2024 Q3) Β· Worst: $48.79 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. π More buys than sells across the holding period.
π Kings Path Partners LLC has been actively increasing its DUSB allocation β a bullish signal from insiders.
Currently 0.69% 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.