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

Kovitz Investment Group Partners, LLC

  • $6.71 Billion
  • Q1 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 11,518 shares of DFUV stock, worth $448,971. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,518
Previous 7,577 52.01%
Holding current value
$448,971
Previous $282,000 67.02%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$33.0 - $35.36 $262,548 - $281,324
7,956 New
7,956 $266,000
Q3 2022

Nov 09, 2022
BUY
$30.15 - $34.78 $211,050 - $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

Others Institutions Holding DFUV

# of Institutions
593
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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