KA
DFSD

Kooman & Associates’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Kooman & Associates’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.28M Buy
131,485
+3,462
+3% +$166K 1.69% 13
2026
Q1 		$6.13M Buy
128,023
+3,897
+3% +$187K 1.83% 11
2025
Q4 		$5.95M Buy
124,126
+5,973
+5% +$288K 1.76% 11
2025
Q3 		$5.69M Sell
118,153
-602
-0.5% -$29K 1.76% 11
2025
Q2 		$5.7M Sell
118,755
-6,413
-5% -$305K 1.93% 11
2025
Q1 		$5.95M Sell
125,168
-5,414
-4% -$256K 2.18% 10
2024
Q4 		$6.12M Buy
130,582
+3,603
+3% +$170K 2.22% 9
2024
Q3 		$6.06M Sell
126,979
-1,476
-1% -$70K 2.24% 9
2024
Q2 		$6.04M Buy
128,455
+642
+0.5% +$30.1K 2.43% 9
2024
Q1 		$6.01M Buy
127,813
+3,346
+3% +$157K 2.51% 9
2023
Q4 		$5.85M Sell
124,467
-7,165
-5% -$334K 2.62% 9
2023
Q3 		$6.11M Sell
131,632
-1,791
-1% -$83.3K 3.09% 9
2023
Q2 		$6.18M Sell
133,423
-6,758
-5% -$315K 3.06% 9
2023
Q1 		$6.54M Buy
140,181
+788
+0.6% +$36.6K 3.54% 9
2022
Q4 		$6.42M Buy
+139,393
New +$6.4M 6.33% 5

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kooman & Associates increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.7% in Q2 2026, buying an estimated $166K and bringing the position to 131,485 shares worth $6.28M. The position accounts for 1.69% of the portfolio, ranked #13.

Kooman & Associates first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.54M in Q1 2023. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Kooman & Associates held 131,485 shares of Dimensional Short-Duration Fixed Income ETF worth $6.28M as of Q2 2026.
  • Kooman & Associates bought 3,462 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $166K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.69% of Kooman & Associates's portfolio in Q2 2026, its #13 holding.
  • Kooman & Associates first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Kooman & Associates's Dimensional Short-Duration Fixed Income ETF position peaked at $6.54M in Q1 2023.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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