Kovitz Investment Group Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 116,745 shares of DFAC stock, worth $4.56 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
116,745
Previous 111,017 5.16%
Holding current value
$4.56 Million
Previous $3.66 Million 14.25%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$29.12 - $35.84 $166,799 - $205,291
5,728 Added 5.16%
116,745 $4.18 Million
Q1 2025

May 13, 2025
BUY
$32.42 - $36.13 $2.14 Million - $2.38 Million
65,968 Added 146.44%
111,017 $3.66 Million
Q4 2024

Aug 25, 2025
SELL
$33.92 - $36.6 $2.64 Million - $2.85 Million
-77,851 Reduced 66.68%
38,894 $1.35 Million
Q4 2024

Feb 14, 2025
SELL
$33.92 - $36.6 $231,436 - $249,721
-6,823 Reduced 13.15%
45,049 $1.56 Million
Q3 2024

Nov 14, 2024
BUY
$31.05 - $34.29 $1.17 Million - $1.29 Million
37,647 Added 264.65%
51,872 $1.78 Million
Q2 2024

Aug 14, 2024
SELL
$30.09 - $32.37 $36,017 - $38,746
-1,197 Reduced 7.76%
14,225 $458,000
Q1 2024

May 14, 2024
BUY
$28.62 - $31.95 $110,702 - $123,582
3,868 Added 33.48%
15,422 $492,000
Q4 2023

Feb 07, 2024
SELL
$24.91 - $29.38 $12,479 - $14,719
-501 Reduced 4.16%
11,554 $337,000
Q3 2023

Nov 09, 2023
SELL
$26.05 - $28.22 $13,077 - $14,166
-502 Reduced 4.0%
12,055 $315,000
Q2 2023

Aug 08, 2023
SELL
$24.86 - $27.15 $11,361 - $12,407
-457 Reduced 3.51%
12,557 $340,000
Q1 2023

May 11, 2023
SELL
$24.18 - $26.58 $38,470 - $42,288
-1,591 Reduced 10.89%
13,014 $332,000
Q4 2022

Jan 19, 2023
BUY
$22.49 - $25.81 $103,251 - $118,493
4,591 Added 45.85%
14,605 $355,000
Q2 2022

Aug 02, 2022
SELL
$22.75 - $27.77 $59,878 - $73,090
-2,632 Reduced 20.81%
10,014 $233,000
Q1 2022

Apr 22, 2022
BUY
$25.76 - $29.21 $325,760 - $369,389
12,646 New
12,646 $349,000
Q4 2021

Feb 04, 2022
SELL
$26.63 - $29.09 $266,672 - $291,307
-10,014 Closed
0 $0
Q2 2021

Aug 04, 2021
BUY
$25.92 - $26.98 $259,562 - $270,177
10,014 New
10,014 $270,000

Others Institutions Holding DFAC

# of Institutions
1,155
Shares Held
841M
Call Options Held
36.6K
Put Options Held
7.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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