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 (DFSD). 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 | 124,126 | +5,973 | +5.1% | 1.76% | $6.0M | $47.95 |
| 2025 Q3 | REDUCED | 118,153 | -602 | -0.5% | 1.76% | $5.7M | $47.42 |
| 2025 Q2 | REDUCED | 118,755 | -6,413 | -5.1% | 1.93% | $5.7M | $46.72 |
| 2025 Q1 | REDUCED | 125,168 | -5,414 | -4.1% | 2.18% | $5.9M | $45.83 |
| 2024 Q4 | ADDED | 130,582 | +3,603 | +2.8% | 2.22% | $6.1M | $44.98 |
| 2024 Q3 | REDUCED | 126,979 | -1,476 | -1.1% | 2.24% | $6.1M | $44.94 |
| 2024 Q2 | ADDED | 128,455 | +642 | +0.5% | 2.43% | $6.0M | $43.77 |
| 2024 Q1 | ADDED | 127,813 | +3,346 | +2.7% | 2.51% | $6.0M | $43.31 |
| 2023 Q4 | REDUCED | 124,467 | -7,165 | -5.4% | 2.62% | $5.9M | $43.01 |
| 2023 Q3 | REDUCED | 131,632 | -1,791 | -1.3% | 3.09% | $6.1M | $41.69 |
As of 2025 Q4 — sorted by position size