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Kooman & Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Kooman & Associates’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$148M Sell
2,864,477
-6,464
-0.2% -$324K 39.76% 1
2026
Q1 		$130M Buy
2,870,941
+41,452
+1% +$1.95M 38.62% 1
2025
Q4 		$132M Buy
2,829,489
+44,132
+2% +$2.05M 39.17% 1
2025
Q3 		$127M Buy
2,785,357
+75,775
+3% +$3.34M 39.31% 1
2025
Q2 		$115M Buy
2,709,582
+11,362
+0.4% +$445K 38.79% 1
2025
Q1 		$104M Buy
2,698,220
+3,539
+0.1% +$144K 38.04% 1
2024
Q4 		$109M Buy
2,694,681
+61,400
+2% +$2.51M 39.48% 1
2024
Q3 		$105M Buy
2,633,281
+79,374
+3% +$3.03M 38.59% 1
2024
Q2 		$95.7M Buy
2,553,907
+22,459
+0.9% +$816K 38.49% 1
2024
Q1 		$92.5M Buy
2,531,448
+18,565
+0.7% +$643K 38.55% 1
2023
Q4 		$83.6M Buy
2,512,883
+96,497
+4% +$3M 37.38% 1
2023
Q3 		$72.4M Buy
2,416,386
+461,674
+24% +$14.4M 36.62% 1
2023
Q2 		$60.6M Buy
1,954,712
+141,129
+8% +$4.14M 30% 1
2023
Q1 		$52.2M Buy
1,813,583
+1,476,041
+437% +$41.7M 28.22% 1
2022
Q4 		$9.12M Buy
+337,542
New +$9.17M 8.99% 3

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Kooman & Associates's DFAU Position: Q2 2026 in Review

Kooman & Associates reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.23% in Q2 2026, selling an estimated $324K and leaving 2,864,477 shares worth $148M. The position accounts for 39.76% of the portfolio, ranked #1.

Kooman & Associates first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Kooman & Associates held 2,864,477 shares of Dimensional US Core Equity Market ETF worth $148M as of Q2 2026.
  • Kooman & Associates sold 6,464 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $324K.
  • Dimensional US Core Equity Market ETF made up 39.76% of Kooman & Associates's portfolio in Q2 2026, its #1 holding.
  • Kooman & Associates first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.