Kovitz Investment Group Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History

Kovitz Investment Group Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$36.22 - $40.9 $142,743 - $161,186	3,941 Added 52.01%	11,518 $471,000
Q1 2023 May 11, 2023	SELL	$31.9 - $35.83 $12,090 - $13,579	-379 Reduced 4.76%	7,577 $254,000
Q4 2022 Jan 19, 2023	BUY	$30.23 - $35.36 $240,509 - $281,324	7,956 New	7,956 $266,000
Q3 2022 Nov 09, 2022	BUY	$29.6 - $34.78 $207,200 - $243,460	7,000 New	7,000 $207,000
Q2 2022 Aug 02, 2022	BUY	$30.92 - $35.31 $216,440 - $247,170	7,000 New	7,000 $221,000

640

267M

300

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