Kovitz Investment Group Partners
DFAC icon

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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