Kovitz Investment Group Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 753,444 shares of DISV stock, worth $26.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
753,444
Previous 702,368 7.27%
Holding current value
$26.8 Million
Previous $20.5 Million 21.24%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$25.93 - $32.91 $1.32 Million - $1.68 Million
51,076 Added 7.27%
753,444 $24.8 Million
Q1 2025

May 13, 2025
BUY
$26.09 - $30.21 $480,708 - $556,619
18,425 Added 2.69%
702,368 $20.5 Million
Q4 2024

Aug 25, 2025
SELL
$26.18 - $28.77 $1.82 Million - $2 Million
-69,501 Reduced 9.22%
683,943 $18.2 Million
Q4 2024

Feb 14, 2025
BUY
$26.18 - $28.77 $1.61 Million - $1.77 Million
61,673 Added 9.91%
683,943 $18.2 Million
Q3 2024

Nov 14, 2024
BUY
$26.06 - $29.18 $16.2 Million - $18.2 Million
622,270 New
622,270 $18.1 Million

Others Institutions Holding DISV

# of Institutions
367
Shares Held
79.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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