DFAS — DIMENSIONAL US

Ownership history in KPP Advisory Services LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in DIMENSIONAL US (DFAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.34% (2024 Q4)
Avg. % of fund
1.15%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 107,342 +5,067 +5.0% 1.09% $7.5M $69.67
2025 Q3 ADDED 102,275 +2,528 +2.5% 1.04% $7.0M $68.27
2025 Q1 ADDED 99,747 +12,144 +13.9% 1.13% $6.0M $59.26
2024 Q4 ADDED 87,603 +2,142 +2.5% 1.34% $5.7M $64.41
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
← Back to KPP Advisory Services LLC Holdings