Ownership history in WMS Partners, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which WMS Partners, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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 WMS Partners, LLC underperformed the S&P 500 by β2.3% annually on this DFAC position. Timing score: 33% (5/15 decisions correct). Average cost basis: $25.51. Maximum drawdown during holding period: β22.5%.
β οΈ Trailed SPY by 2.3% ann. on this position.
17 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 15 add/trim decisions correct
Best entry: $25.51 (2021 Q2) Β· Worst: $25.51 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 14 trims. Bought during 0 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.74% 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.