Kooman & Associates DFUV Holdings History

Number of Shares
438,020.00
Current Holdings Value*
$18.52 Mil
% of Portfolio
6.26%
Total Estimate Gain
$4.02 Mil
% of Total Estimate Gain
19.70%

Kooman & Associates's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-06-30, Kooman & Associates held 438,020.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $18.52 Mil. This investment constitutes 6.26% of their stock portfolio, and Kooman & Associates now holds 0.16% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2022Q4. And since then Kooman & Associates has made 9 purchases of DFUV, at an average price of $34.50, for a total of 591,159.00 shares. In addition, there have been 1 sales at an average price of $35.03 for 153,139.00 shares. Based on historical transaction data and DFUV's current price of $43.49, Kooman & Associates's estimated gain on his DFUV holdings is $4.02 Mil, reflecting a 19.70% gain to date.

Kooman & Associates DFUV ($43.49) Holding Chart

Kooman & Associates DFUV ($43.49) 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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