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 $221,735. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,986
Previous 6,986
-0.0%
Holding current value
$221,735
Previous $203,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$211 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$190 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$190 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$177 Million17.39% of portfolio