DFUS — 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 (DFUS). 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
2.13% (2025 Q4)
Avg. % of fund
1.8%
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 197,594 +12,592 +6.8% 2.13% $14.7M $74.17
2025 Q3 ADDED 185,002 +19,476 +11.8% 1.98% $13.4M $72.29
2025 Q1 ADDED 165,526 +66,224 +66.7% 1.90% $10.0M $60.04
2024 Q4 ADDED 99,302 +3,013 +3.1% 1.49% $6.3M $63.14
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
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