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 (DUHP). 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 | 552,829 | +25,008 | +4.7% | 6.22% | $21.0M | $38.03 |
| 2025 Q3 | ADDED | 527,821 | +26,945 | +5.4% | 6.15% | $19.9M | $37.69 |
| 2025 Q2 | ADDED | 500,876 | +6,651 | +1.3% | 6.02% | $17.8M | $35.38 |
| 2025 Q1 | ADDED | 494,225 | +79,014 | +19.0% | 6.01% | $16.4M | $32.86 |
| 2024 Q4 | ADDED | 415,211 | +9,612 | +2.4% | 5.08% | $14.0M | $33.43 |
| 2024 Q3 | ADDED | 405,599 | +10,169 | +2.6% | 5.10% | $13.8M | $33.61 |
| 2024 Q2 | ADDED | 395,430 | +2,192 | +0.6% | 5.09% | $12.6M | $31.46 |
| 2024 Q1 | ADDED | 393,238 | +2,168 | +0.6% | 5.18% | $12.4M | $30.99 |
| 2023 Q4 | ADDED | 391,070 | +6,941 | +1.8% | 5.01% | $11.2M | $27.98 |
| 2023 Q3 | REDUCED | 384,129 | -231,970 | -37.7% | 4.99% | $9.9M | $25.00 |
As of 2025 Q4 — sorted by position size