Ownership history in Kooman & Associates · 13 quarters on record
This page tracks every 13F SEC filing in which Kooman & Associates reported a position in DIMENSIONAL ETF TRUST (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 98,309 | +2,838 | +3.0% | 2.03% | $6.8M | $69.67 |
| 2025 Q3 | ADDED | 95,471 | +4,820 | +5.3% | 2.02% | $6.5M | $68.27 |
| 2025 Q2 | ADDED | 90,651 | +2,288 | +2.6% | 1.95% | $5.8M | $63.36 |
| 2025 Q1 | ADDED | 88,363 | +2,182 | +2.5% | 1.94% | $5.3M | $59.26 |
| 2024 Q4 | ADDED | 86,181 | +3,855 | +4.7% | 2.03% | $5.6M | $64.41 |
| 2024 Q3 | ADDED | 82,326 | +4,265 | +5.5% | 1.97% | $5.3M | $64.02 |
| 2024 Q2 | ADDED | 78,061 | +2,177 | +2.9% | 1.89% | $4.7M | $59.15 |
| 2024 Q1 | ADDED | 75,884 | +2,825 | +3.9% | 1.97% | $4.7M | $61.21 |
| 2023 Q4 | ADDED | 73,059 | +4,354 | +6.3% | 1.95% | $4.4M | $58.44 |
| 2023 Q3 | REDUCED | 68,705 | -22,435 | -24.6% | 1.82% | $3.6M | $51.30 |
As of 2025 Q4 — sorted by position size