DFAU β€” DIMENSIONAL ETF TRUST

Ownership history in Kooman & Associates  Β·  13 quarters on record

AI Ownership Summary

Kooman & Associates reported DIMENSIONAL ETF TRUST (DFAU) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 39.48% in 2024 Q4. The latest visible filing shows DFAU at 39.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kooman & Associates's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAU was reported at 39.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
39.48% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kooman & Associates held DFAU β€” position size vs. price
% of Fund (quarterly)    DFAU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,829,489 +44,132 +1.6% 39.17% $132.4M 2026-02-14 (Est.) $47.18
2025 Q3 ADDED 2,785,357 +75,775 +2.8% 39.31% $127.5M 2025-10-21 $45.83
2025 Q2 ADDED 2,709,582 +11,362 +0.4% 38.79% $114.8M 2025-07-16 $42.49
2025 Q1 ADDED 2,698,220 +3,539 +0.1% 38.04% $103.7M 2025-05-02 $38.41
2024 Q4 ADDED 2,694,681 +61,400 +2.3% 39.48% $109.1M 2025-02-04 $41.14
2024 Q3 ADDED 2,633,281 +79,374 +3.1% 38.59% $104.5M 2024-10-24 $39.36
2024 Q2 ADDED 2,553,907 +22,459 +0.9% 38.49% $95.7M 2024-08-12 $36.11
2024 Q1 ADDED 2,531,448 +18,565 +0.7% 38.55% $92.5M 2024-05-14 $35.69
2023 Q4 ADDED 2,512,883 +96,497 +4.0% 37.38% $83.6M 2024-01-30 $33.35
2023 Q3 ADDED 2,416,386 +461,674 +23.6% 36.62% $72.4M 2023-11-03 $29.43
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kooman & Associates and DFAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kooman & Associates reported owning DFAU?

Kooman & Associates reported DFAU across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DFAU position in Kooman & Associates's portfolio?

The largest reported portfolio weight for DFAU was 39.48% in 2024 Q4.

What is the latest reported DFAU position on this page?

The most recent filing on this page is 2025 Q4, when Kooman & Associates reported 2,829,489 shares, equal to 39.17% of portfolio, with an estimated market value of $132.4M.

What does the chart on this DFAU ownership page compare?

The chart compares Kooman & Associates's quarterly DFAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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