Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kooman & Associates (CIK 1961850) reported $335.4M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($129.5M, 38.62%), DFIC ($55.8M, 16.64%), DFEM ($34.5M, 10.30%), DFUV ($22.7M, 6.78%), DUHP ($20.8M, 6.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $129.5M | 38.62% | 2.9M | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $55.8M | 16.64% | 1.6M | Trimmed |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $34.5M | 10.30% | 999,510 | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $22.7M | 6.78% | 469,310 | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $20.8M | 6.19% | 564,766 | Added |
| 6 | IVV | ISHARES TR | $13.8M | 4.12% | 21,165 | Added |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $7.1M | 2.11% | 99,628 | Added |
| 8 | SHY | ISHARES TR | $6.6M | 1.97% | 79,939 | Added |
| 9 | BILZ | PIMCO ETF TR | $6.4M | 1.91% | 63,593 | Trimmed |
| 10 | IAGG | ISHARES TR | $6.2M | 1.84% | 123,404 | Trimmed |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $6.1M | 1.83% | 128,023 | Added |
| 12 | AAPL | APPLE INC | $2.2M | 0.64% | 8,494 | Trimmed |
| 13 | JMST | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.53% | 34,573 | Added |
| 14 | IEFA | ISHARES TR | $1.6M | 0.47% | 17,535 | Trimmed |
| 15 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.45% | 29,915 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $1.5M | 0.44% | 8,414 | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS | $1.4M | 0.43% | 2,392 | Added |
| 18 | MSFT | MICROSOFT CORP | $1.3M | 0.39% | 3,497 | Trimmed |
| 19 | GOOG | ALPHABET INC | $1.2M | 0.35% | 4,103 | Trimmed |
| 20 | IJH | ISHARES TR | $1.0M | 0.30% | 14,853 | Added |
| 21 | MUNI | PIMCO ETF TR | $986,443 | 0.29% | 18,901 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $884,803 | 0.26% | 5,215 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $811,836 | 0.24% | 3,898 | Trimmed |
| 24 | SMMU | PIMCO ETF TR | $742,271 | 0.22% | 14,713 | Added |
| 25 | ABBV | ABBVIE INC | $708,582 | 0.21% | 3,258 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31