Kooman & Associates DFSD Holdings History

Number of Shares
118,755.00
Current Holdings Value*
$5.70 Mil
% of Portfolio
1.93%
Total Estimate Gain
$259,137.50
% of Total Estimate Gain
3.81%

Kooman & Associates's Dimensional Short-Duration Fixed Income ETF Holding Summary

As of 2025-06-30, Kooman & Associates held 118,755.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $5.70 Mil. This investment constitutes 1.93% of their stock portfolio, and Kooman & Associates now holds 0.12% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.

The initial trade took place in 2022Q4. And since then Kooman & Associates has made 4 purchases of DFSD, at an average price of $45.99, for a total of 147,772.00 shares. In addition, there have been 6 sales at an average price of $46.97 for 29,017.00 shares. Based on historical transaction data and DFSD's current price of $47.94, Kooman & Associates's estimated gain on his DFSD holdings is $259,137.50, reflecting a 3.81% gain to date.

Kooman & Associates DFSD ($47.94) Holding Chart

Kooman & Associates DFSD ($47.94) 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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