Kooman & Associates - Portfolio overview

Kooman & Associates has 56 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 38.52%
2. DFIC - DIMENSIONAL ETF TRUST, 16.60%
3. DFEM - DIMENSIONAL ETF TRUST, 10.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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