DFUV DIMENSIONAL ETF TRUST

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 (DFUV). 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.

Peak position
9.19% (2023 Q2)
Avg. % of fund
6.59%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 468,453 +11,496 +2.5% 6.46% $21.8M $46.59
2025 Q3 ADDED 456,957 +18,937 +4.3% 6.30% $20.4M $44.53
2025 Q2 ADDED 438,020 +2,956 +0.7% 6.26% $18.5M $41.95
2025 Q1 ADDED 435,064 +1,241 +0.3% 6.58% $17.9M $40.69
2024 Q4 ADDED 433,823 +14,790 +3.5% 6.42% $17.8M $40.25
2024 Q3 ADDED 419,033 +16,131 +4.0% 6.45% $17.5M $40.83
2024 Q2 ADDED 402,902 +4,577 +1.1% 6.36% $15.8M $38.30
2024 Q1 ADDED 398,325 +4,346 +1.1% 6.79% $16.3M $39.71
2023 Q4 ADDED 393,979 +9,259 +2.4% 6.56% $14.7M $36.00
2023 Q3 REDUCED 384,720 -153,139 -28.5% 6.62% $13.1M $32.78
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUV price (monthly, adj. close)
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