Kovitz Investment Group Partners, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 56,217 shares of DFCF stock, worth $2.42 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
56,217
Previous 64,940
13.43%
Holding current value
$2.42 Million
Previous $2.73 Million
13.04%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio