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 1,257,825 shares of DFIV stock, worth $44.9 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
1,257,825Holding current value
$44.9 Million% of portfolio
0.32%Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$692 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$676 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$399 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$277 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$241 Million0.04% of portfolio