Institutional Fund
Kooman & Associates
Altoona, PACIK 19618505 filings on record
Portfolio Value
$335.41M
Q1 2026
Holdings
50
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-0.8%
from $338.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust38.6%
- Dimensional ETF Trust16.6%
- Dimensional ETF Trust10.3%
- Dimensional ETF Trust6.8%
- Dimensional ETF Trust6.2%
- Ishares Tr4.1%
- Other17.4%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.87M | $129.54M | 38.6% | +41.5K | Added |
| 2 | Dimensional ETF Trust | 1.57M | $55.81M | 16.6% | −24.0K | Reduced |
| 3 | Dimensional ETF Trust | 999.5K | $34.53M | 10.3% | −11.5K | Reduced |
| 4 | Dimensional ETF Trust | 469.3K | $22.74M | 6.8% | +857 | Added |
| 5 | Dimensional ETF Trust | 564.8K | $20.76M | 6.2% | +11.9K | Added |
| 6 | Ishares Tr | 21.2K | $13.83M | 4.1% | +342 | Added |
| 7 | Dimensional ETF Trust | 99.6K | $7.09M | 2.1% | +1.3K | Added |
| 8 | Ishares Tr | 79.9K | $6.60M | 2.0% | +2.0K | Added |
| 9 | Pimco ETF Tr | 63.6K | $6.42M | 1.9% | −4.1K | Reduced |
| 10 | Ishares Tr | 123.4K | $6.18M | 1.8% | −898 | Reduced |
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