Kovitz Investment Group Partners, LLC Dimensional ETF Tr Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 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 443,333 shares of DFAE stock, worth $14.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

443,333

Previous 430,492 2.98%

Holding current value

$14.4 Million

Previous $12.5 Million 12.16%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$28.84 - $31.84 $370,334 - $408,857	12,841 Added 2.98%	443,333 $14 Million
Q2 2025 Aug 14, 2025	BUY	$22.87 - $28.95 $461,791 - $584,558	20,192 Added 4.92%	430,492 $12.5 Million
Q1 2025 May 13, 2025	BUY	$24.64 - $26.86 $650,520 - $709,130	26,401 Added 6.88%	410,300 $10.6 Million
Q4 2024 Aug 25, 2025	SELL	$25.36 - $28.15 $1.18 Million - $1.31 Million	-46,593 Reduced 10.82%	383,899 $9.74 Million
Q4 2024 Feb 14, 2025	BUY	$25.36 - $28.15 $2.76 Million - $3.06 Million	108,638 Added 39.47%	383,899 $9.74 Million

Q3 2024 Nov 14, 2024	BUY	$24.46 - $27.82 $6.73 Million - $7.66 Million	275,261 New	275,261 $7.54 Million

Others Institutions Holding DFAE

# of Institutions

634

Shares Held

186M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Kovitz Investment Group Partners, LLC Dimensional ETF Tr Transaction History