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 1,542,252 shares of DFIV stock, worth $73.9 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,542,252
Previous 1,522,218 1.32%
Holding current value
$73.9 Million
Previous $65.2 Million 9.1%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Nov 10, 2025
BUY
$42.66 - $46.53 $854,650 - $932,182
20,034 Added 1.32%
1,542,252 $71.1 Million
Q2 2025

Aug 14, 2025
BUY
$34.67 - $43.21 $3.62 Million - $4.52 Million
104,502 Added 7.37%
1,522,218 $65.2 Million
Q1 2025

May 13, 2025
BUY
$35.33 - $40.77 $1.46 Million - $1.68 Million
41,299 Added 3.0%
1,417,716 $55.8 Million
Q4 2024

Aug 25, 2025
SELL
$34.86 - $37.97 $5.08 Million - $5.54 Million
-145,801 Reduced 9.58%
1,376,417 $48.8 Million
Q4 2024

Feb 14, 2025
BUY
$34.86 - $37.97 $4.13 Million - $4.5 Million
118,592 Added 9.43%
1,376,417 $48.8 Million
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $43.6 Million - $48.3 Million
1,257,825 New
1,257,825 $47.9 Million
Q2 2022

Aug 02, 2022
SELL
$28.66 - $33.84 $93,517 - $110,419
-3,263 Reduced 31.7%
7,030 $203,000
Q1 2022

Apr 22, 2022
BUY
$30.75 - $35.49 $316,509 - $365,298
10,293 New
10,293 $345,000
Q4 2021

Feb 04, 2022
SELL
$31.61 - $34.21 $222,218 - $240,496
-7,030 Closed
0 $0
Q3 2021

Oct 28, 2021
BUY
$32.25 - $33.65 $226,717 - $236,559
7,030 New
7,030 $230,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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