Kovitz Investment Group Partners, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 905,106 shares of DFAU stock, worth $41 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
905,106
Previous 845,722 7.02%
Holding current value
$41 Million
Previous $32.5 Million 17.94%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Aug 14, 2025
BUY
$34.04 - $42.36 $2.02 Million - $2.52 Million
59,384 Added 7.02%
905,106 $38.3 Million
Q1 2025

May 13, 2025
BUY
$37.84 - $42.29 $1.57 Million - $1.75 Million
41,386 Added 5.15%
845,722 $32.5 Million
Q4 2024

Aug 25, 2025
SELL
$39.27 - $42.38 $3.96 Million - $4.27 Million
-100,770 Reduced 11.13%
804,336 $32.6 Million
Q4 2024

Feb 14, 2025
BUY
$39.27 - $42.38 $4.55 Million - $4.91 Million
115,945 Added 16.84%
804,336 $32.6 Million
Q3 2024

Nov 14, 2024
BUY
$35.8 - $39.69 $24.6 Million - $27.3 Million
688,391 New
688,391 $27.3 Million

Others Institutions Holding DFAU

# of Institutions
532
Shares Held
139M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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