Kovitz Investment Group Partners, LLC Dimensional ETF Tr Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 688,391 shares of DFAU stock, worth $28.7 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
688,391Holding current value
$28.7 Million% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
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Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio