Kovitz Investment Group Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-443,333	Closed	-$14M	–	644
2025 Q3	$14M	Buy	443,333 +12,841	+3%	+$387K	0.05%	266
2025 Q2	$12.5M	Buy	430,492 +20,192	+5%	+$542K	0.05%	269
2025 Q1	$10.6M	Buy	410,300 +26,401	+7%	+$685K	0.05%	257
2024 Q4	$9.74M	Buy	383,899 +108,638	+39%	+$2.87M	0.05%	271
2024 Q3	$7.53M	Buy	+275,261	New	+$7.18M	0.05%	273

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2025, closing a stake of 443,333 shares — an estimated $14M sold.

Kovitz Investment Group Partners first reported a position in DFAE in Q3 2024 and held it in 5 quarters. The position peaked at $14M in Q3 2025. 646 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 443,333 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $14M.
Kovitz Investment Group Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Dimensional Emerging Core Equity Market ETF position peaked at $14M in Q3 2025.
646 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

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