DUSB β€” DIMENSIONAL ETF TRUST

Ownership history in Kings Path Partners LLC  Β·  5 quarters on record

AI Ownership Summary

Kings Path Partners LLC reported DIMENSIONAL ETF TRUST (DUSB) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 1.1% in 2025 Q1. The latest visible filing shows DUSB at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kings Path Partners LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

DUSB was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kings Path Partners LLC held DUSB β€” position size vs. price
% of Fund (quarterly)    DUSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 33,744 -10,656 -24.0% 0.69% $1.7M 2025-08-14 (Est.) $49.44
2025 Q1 ADDED 44,400 +20,784 +88.0% 1.10% $2.3M 2025-04-04 $48.57
2024 Q4 REDUCED 23,616 -23,917 -50.3% 0.51% $1.2M 2025-01-06 $48.12
2024 Q3 ADDED 47,533 +45,048 +1812.8% 1.01% $2.4M 2024-10-10 $47.55
2024 Q2 INITIATED 2,485 β€” β€” 0.06% $126K 2024-07-30 $47.04

FAQ About Kings Path Partners LLC and DUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kings Path Partners LLC reported owning DUSB?

Kings Path Partners LLC reported DUSB across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported DUSB position in Kings Path Partners LLC's portfolio?

The largest reported portfolio weight for DUSB was 1.10% in 2025 Q1.

What is the latest reported DUSB position on this page?

The most recent filing on this page is 2025 Q2, when Kings Path Partners LLC reported 33,744 shares, equal to 0.69% of portfolio, with an estimated market value of $1.7M.

What does the chart on this DUSB ownership page compare?

The chart compares Kings Path Partners LLC's quarterly DUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Kings Path Partners LLC Holdings