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 688,391 shares of DFAU stock, worth $28 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
688,391Holding current value
$28 Million% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$117 Million0.71% of portfolio