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Kooman & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kooman & Associates’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.38M Sell
134,098
-335,212
-71% -$17.6M 1.98% 7
2026
Q1 		$22.7M Buy
469,310
+857
+0.2% +$42K 6.78% 4
2025
Q4 		$21.8M Buy
468,453
+11,496
+3% +$521K 6.46% 4
2025
Q3 		$20.4M Buy
456,957
+18,937
+4% +$825K 6.3% 4
2025
Q2 		$18.5M Buy
438,020
+2,956
+0.7% +$119K 6.26% 4
2025
Q1 		$17.9M Buy
435,064
+1,241
+0.3% +$52.1K 6.58% 4
2024
Q4 		$17.8M Buy
433,823
+14,790
+4% +$628K 6.42% 4
2024
Q3 		$17.5M Buy
419,033
+16,131
+4% +$652K 6.45% 4
2024
Q2 		$15.8M Buy
402,902
+4,577
+1% +$181K 6.36% 4
2024
Q1 		$16.3M Buy
398,325
+4,346
+1% +$166K 6.79% 4
2023
Q4 		$14.7M Buy
393,979
+9,259
+2% +$319K 6.56% 4
2023
Q3 		$13.1M Sell
384,720
-153,139
-28% -$5.36M 6.62% 4
2023
Q2 		$18.6M Buy
537,859
+52,073
+11% +$1.74M 9.19% 3
2023
Q1 		$16.3M Buy
485,786
+396,544
+444% +$13.6M 8.8% 3
2022
Q4 		$2.99M Buy
+89,242
New +$2.97M 2.94% 8

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Kooman & Associates reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 71% in Q2 2026, selling an estimated $17.6M and leaving 134,098 shares worth $7.38M. The position accounts for 1.98% of the portfolio, ranked #7.

Kooman & Associates first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.7M in Q1 2026. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Kooman & Associates held 134,098 shares of Dimensional US Marketwide Value ETF worth $7.38M as of Q2 2026.
  • Kooman & Associates sold 335,212 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $17.6M.
  • Dimensional US Marketwide Value ETF made up 1.98% of Kooman & Associates's portfolio in Q2 2026, its #7 holding.
  • Kooman & Associates first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Kooman & Associates's Dimensional US Marketwide Value ETF position peaked at $22.7M in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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