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 1,376,417 shares of DFIV stock, worth $53.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,376,417
Previous 1,376,417 -0.0%
Holding current value
$53.2 Million
Previous $48.8 Million -0.0%
% of portfolio
0.17%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
639
Shares Held
214M
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email