Kovitz Investment Group Partners, LLC Dimensional ETF Tr Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 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 6,986 shares of DFAI stock, worth $218,452. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,986
Previous 6,986
-0.0%
Holding current value
$218,452
Previous $203,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio