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 $46.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,257,825
Holding current value
$46.1 Million
% of portfolio
0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $43.6 Million - $48.3 Million
1,257,825 New
1,257,825 $47.9 Million
Q2 2022

Aug 02, 2022
SELL
$28.66 - $33.84 $93,517 - $110,419
-3,263 Reduced 31.7%
7,030 $203,000
Q1 2022

Apr 22, 2022
BUY
$30.75 - $35.49 $316,509 - $365,298
10,293 New
10,293 $345,000
Q4 2021

Feb 04, 2022
SELL
$31.61 - $34.21 $222,218 - $240,496
-7,030 Closed
0 $0
Q3 2021

Oct 28, 2021
BUY
$32.25 - $33.65 $226,717 - $236,559
7,030 New
7,030 $230,000

Others Institutions Holding DFIV

# of Institutions
562
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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