DUHP β€” DIMENSIONAL ETF TRUST

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

AI Ownership Summary

Kooman & Associates reported DIMENSIONAL ETF TRUST (DUHP) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 6.22% in 2025 Q4. The latest visible filing shows DUHP at 6.22% 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 DUHP 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

DUHP was reported at 6.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.22% in 2025 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 DUHP β€” position size vs. price
% of Fund (quarterly)    DUHP 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 552,829 +25,008 +4.7% 6.22% $21.0M 2026-02-14 (Est.) $38.85
2025 Q3 ADDED 527,821 +26,945 +5.4% 6.15% $19.9M 2025-10-21 $37.84
2025 Q2 ADDED 500,876 +6,651 +1.3% 6.02% $17.8M 2025-07-16 $35.66
2025 Q1 ADDED 494,225 +79,014 +19.0% 6.01% $16.4M 2025-05-02 $32.76
2024 Q4 ADDED 415,211 +9,612 +2.4% 5.08% $14.0M 2025-02-04 $34.35
2024 Q3 ADDED 405,599 +10,169 +2.6% 5.10% $13.8M 2024-10-24 $33.71
2024 Q2 ADDED 395,430 +2,192 +0.6% 5.09% $12.6M 2024-08-12 $31.16
2024 Q1 ADDED 393,238 +2,168 +0.6% 5.18% $12.4M 2024-05-14 $30.39
2023 Q4 ADDED 391,070 +6,941 +1.8% 5.01% $11.2M 2024-01-30 $28.80
2023 Q3 REDUCED 384,129 -231,970 -37.7% 4.99% $9.9M 2023-11-03 $25.30
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kooman & Associates and DUHP

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 DUHP?

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

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

The largest reported portfolio weight for DUHP was 6.22% in 2025 Q4.

What is the latest reported DUHP position on this page?

The most recent filing on this page is 2025 Q4, when Kooman & Associates reported 552,829 shares, equal to 6.22% of portfolio, with an estimated market value of $21.0M.

What does the chart on this DUHP ownership page compare?

The chart compares Kooman & Associates's quarterly DUHP 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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