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

Kovitz Investment Group Partners, LLC

$28.6 Billion
Q4 2024

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 45,049 shares of DFAC stock, worth $1.63 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

45,049

Previous 45,049 -0.0%

Holding current value

$1.63 Million

Previous $1.56 Million -0.0%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,052

Shares Held

795M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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