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 6,906 shares of DFAI stock, worth $256,143. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,906
Previous 7,032 1.79%
Holding current value
$256,143
Previous $243,000 3.29%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$34.05 - $36.55 $4,290 - $4,605
-126 Reduced 1.79%
6,906 $251,000
Q2 2025

Aug 14, 2025
BUY
$28.02 - $34.71 $1,036 - $1,284
37 Added 0.53%
7,032 $243,000
Q1 2025

May 13, 2025
BUY
$28.88 - $32.4 $259 - $291
9 Added 0.13%
6,995 $218,000
Q4 2024

Aug 25, 2025
SELL
$29.0 - $31.6 $1,334 - $1,453
-46 Reduced 0.65%
6,986 $203,000
Q4 2024

Feb 14, 2025
BUY
$29.0 - $31.6 $202,594 - $220,757
6,986 New
6,986 $203,000

Others Institutions Holding DFAI

# of Institutions
720
Shares Held
287M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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