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%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$34.67 - $43.21 $3.62 Million - $4.52 Million	104,502 Added 7.37%	1,522,218 $65.2 Million
Q1 2025 May 13, 2025	BUY	$35.33 - $40.77 $1.46 Million - $1.68 Million	41,299 Added 3.0%	1,417,716 $55.8 Million
Q4 2024 Feb 14, 2025	BUY	$34.86 - $37.97 $4.13 Million - $4.5 Million	118,592 Added 9.43%	1,376,417 $48.8 Million
Q3 2024 Nov 14, 2024	BUY	$34.66 - $38.38 $43.6 Million - $48.3 Million	1,257,825 New	1,257,825 $47.9 Million
Q2 2022 Aug 02, 2022	SELL	$28.66 - $33.84 $93,517 - $110,419	-3,263 Reduced 31.7%	7,030 $203,000
Q1 2022 Apr 22, 2022	BUY	$30.75 - $35.49 $316,509 - $365,298	10,293 New	10,293 $345,000
Q4 2021 Feb 04, 2022	SELL	$31.61 - $34.21 $222,218 - $240,496	-7,030 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$32.25 - $33.65 $226,717 - $236,559	7,030 New	7,030 $230,000

Others Institutions Holding DFIV

# of Institutions

744

Shares Held

261M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC Dimensional ETF Tr Transaction History