Kooman & Associates DFAS Holdings History

Number of Shares
90,651.00
Current Holdings Value*
$5.78 Mil
% of Portfolio
1.95%
Total Estimate Gain
$984,169.48
% of Total Estimate Gain
15.84%

Kooman & Associates's Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-06-30, Kooman & Associates held 90,651.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $5.78 Mil. This investment constitutes 1.95% of their stock portfolio, and Kooman & Associates now holds 0.06% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2022Q4. And since then Kooman & Associates has made 9 purchases of DFAS, at an average price of $54.94, for a total of 113,086.00 shares. In addition, there have been 1 sales at an average price of $55.09 for 22,435.00 shares. Based on historical transaction data and DFAS's current price of $65.76, Kooman & Associates's estimated gain on his DFAS holdings is $984,169.48, reflecting a 15.84% gain to date.

Kooman & Associates DFAS ($65.76) Holding Chart

Kooman & Associates DFAS ($65.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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