Kovitz Investment Group Partners, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 19,175 shares of DFAS stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,175

Previous 19,155 0.1%

Holding current value

$1.3 Million

Previous $1.14 Million 6.73%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$52.31 - $63.72 $1,046 - $1,274	20 Added 0.1%	19,175 $1.22 Million
Q1 2025 May 13, 2025	SELL	$58.81 - $68.2 $35,227 - $40,851	-599 Reduced 3.03%	19,155 $1.14 Million
Q4 2024 Aug 25, 2025	BUY	$63.58 - $71.15 $50,991 - $57,062	802 Added 4.18%	19,977 $1.3 Million
Q4 2024 Feb 14, 2025	SELL	$63.58 - $71.15 $25,686 - $28,744	-404 Reduced 2.0%	19,754 $1.29 Million
Q3 2024 Nov 14, 2024	BUY	$59.25 - $65.33 $1.19 Million - $1.32 Million	20,158 New	20,158 $1.31 Million
Q2 2022 Aug 02, 2022	SELL	$46.65 - $56.4 $61,158 - $73,940	-1,311 Reduced 20.43%	5,105 $245,000
Q1 2022 Apr 22, 2022	BUY	$53.45 - $60.82 $342,935 - $390,221	6,416 New	6,416 $360,000
Q4 2021 Feb 04, 2022	SELL	$56.67 - $63.93 $289,300 - $326,362	-5,105 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$54.69 - $59.43 $279,192 - $303,390	5,105 New	5,105 $294,000

Others Institutions Holding DFAS

# of Institutions

857

Shares Held

134M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC Dimensional ETF Tr U S Small C Transaction History