Kovitz Investment Group Partners, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,522,218 shares of DFIV stock, worth $68.8 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,522,218
Previous 1,417,716
7.37%
Holding current value
$68.8 Million
Previous $55.8 Million
16.84%
% of portfolio
0.3%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
743Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$955 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$900 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$505 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio