Ownership history in KPP Advisory Services LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π KPP Advisory Services LLC underperformed the S&P 500 by β10.7% annually on this DFAS position. Timing score: 67% (4/6 decisions correct). Average cost basis: $61.89. Maximum drawdown during holding period: β8.0%.
β Significantly underperformed the S&P 500 by 10.7% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $59.15 (2024 Q2) Β· Worst: $69.67 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.09% 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.
As of 2025 Q4 β sorted by position size