Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,906
Closed -$251K – 645
2025
Q3 		$251K Sell
6,906
-126
-2% -$4.46K ﹤0.01% 1261
2025
Q2 		$243K Buy
7,032
+37
+0.5% +$1.21K ﹤0.01% 1212
2025
Q1 		$218K Buy
6,995
+9
+0.1% +$278 ﹤0.01% 1156
2024
Q4 		$204K Buy
+6,986
New +$212K ﹤0.01% 1168

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2025, closing a stake of 6,906 shares — an estimated $251K sold.

Kovitz Investment Group Partners first reported a position in DFAI in Q4 2024 and held it in 4 quarters. The position peaked at $251K in Q3 2025. 747 funds tracked by Wall St. Rank hold DFAI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,906 Dimensional International Core Equity Market ETF shares in Q4 2025, an estimated $251K.
  • Kovitz Investment Group Partners first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Dimensional International Core Equity Market ETF position peaked at $251K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2025.

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