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 804,336 shares of DFAU stock, worth $29 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
804,336
Previous 804,336
-0.0%
Holding current value
$29 Million
Previous $32.6 Million
-0.0%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
487Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$71.5 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.81 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$178 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$150 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$131 Million1.81% of portfolio