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 1,011,270 shares of DFAU stock, worth $46.5 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,011,270

Previous 905,106 11.73%

Holding current value

$46.5 Million

Previous $38.3 Million 20.7%

% of portfolio

0.2%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$42.42 - $45.96 $4.5 Million - $4.88 Million	106,164 Added 11.73%	1,011,270 $46.3 Million
Q2 2025 Aug 14, 2025	BUY	$34.04 - $42.36 $2.02 Million - $2.52 Million	59,384 Added 7.02%	905,106 $38.3 Million
Q1 2025 May 13, 2025	BUY	$37.84 - $42.29 $1.57 Million - $1.75 Million	41,386 Added 5.15%	845,722 $32.5 Million
Q4 2024 Aug 25, 2025	SELL	$39.27 - $42.38 $3.96 Million - $4.27 Million	-100,770 Reduced 11.13%	804,336 $32.6 Million
Q4 2024 Feb 14, 2025	BUY	$39.27 - $42.38 $4.55 Million - $4.91 Million	115,945 Added 16.84%	804,336 $32.6 Million

Q3 2024 Nov 14, 2024	BUY	$35.8 - $39.69 $24.6 Million - $27.3 Million	688,391 New	688,391 $27.3 Million

Others Institutions Holding DFAU

# of Institutions

549

Shares Held

150M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Kovitz Investment Group Partners, LLC Dimensional ETF Tr Transaction History