Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-115,621
Closed -$4.46M – 643
2025
Q3 		$4.46M Sell
115,621
-1,124
-1% -$41.9K 0.02% 487
2025
Q2 		$4.18M Buy
116,745
+5,728
+5% +$191K 0.02% 475
2025
Q1 		$3.66M Buy
111,017
+72,123
+185% +$2.5M 0.02% 466
2024
Q4 		$1.35M Sell
38,894
-12,978
-25% -$457K 0.01% 650
2024
Q3 		$937K Buy
51,872
+37,647
+265% +$1.24M 0.01% 640
2024
Q2 		$459K Sell
14,225
-1,197
-8% -$37.7K ﹤0.01% 662
2024
Q1 		$493K Buy
15,422
+3,868
+33% +$117K 0.01% 507
2023
Q4 		$338K Sell
11,554
-501
-4% -$13.6K 0.01% 356
2023
Q3 		$316K Sell
12,055
-502
-4% -$13.7K 0.01% 355
2023
Q2 		$341K Sell
12,557
-457
-4% -$11.8K 0.01% 361
2023
Q1 		$332K Sell
13,014
-1,591
-11% -$40.3K 0.01% 364
2022
Q4 		$355K Buy
14,605
+4,591
+46% +$112K 0.01% 348
2022
Q3 		$223K Hold
10,014
– – 0.01% 372
2022
Q2 		$233K Sell
10,014
-2,632
-21% -$66.6K 0.01% 384
2022
Q1 		$349K Buy
+12,646
New +$346K 0.01% 367
2021
Q4 		– Sell
-10,014
Closed -$266K – 414
2021
Q3 		$266K Hold
10,014
– – 0.01% 397
2021
Q2 		$270K Buy
+10,014
New +$266K 0.01% 388

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Kovitz Investment Group Partners's DFAC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2025, closing a stake of 115,621 shares — an estimated $4.46M sold.

Kovitz Investment Group Partners first reported a position in DFAC in Q2 2021 and held it in 17 quarters. The position peaked at $4.46M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 115,621 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $4.46M.
  • Kovitz Investment Group Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and held it in 17 quarters.
  • Kovitz Investment Group Partners's Dimensional US Core Equity 2 ETF position peaked at $4.46M in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.