Kovitz Investment Group Partners
DFAS icon

Kovitz Investment Group Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,200
Closed -$1.31M – 646
2025
Q3 		$1.31M Buy
19,200
+25
+0.1% +$1.67K 0.01% 768
2025
Q2 		$1.22M Buy
19,175
+20
+0.1% +$1.2K 0.01% 751
2025
Q1 		$1.14M Sell
19,155
-822
-4% -$52.9K 0.01% 703
2024
Q4 		$1.3M Sell
19,977
-181
-0.9% -$12.1K 0.01% 662
2024
Q3 		$1.31M Buy
+20,158
New +$1.26M 0.01% 566
2022
Q3 		– Sell
-5,105
Closed -$245K – 397
2022
Q2 		$245K Sell
5,105
-1,311
-20% -$68K 0.01% 381
2022
Q1 		$360K Buy
+6,416
New +$361K 0.01% 365
2021
Q4 		– Sell
-5,105
Closed -$294K – 415
2021
Q3 		$294K Buy
+5,105
New +$294K 0.01% 390

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IFA
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PFA
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TWA
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AF
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MT
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