Kovitz Investment Group Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
19,175
+20
| +0.1% | +$1.27K | 0.01% | 750 |
|
|
2025
Q1 | $1.14M | Sell |
19,155
-822
| -4% | -$49.1K | 0.01% | 700 |
|
|
2024
Q4 | $1.3M | Sell |
19,977
-181
| -0.9% | -$11.8K | 0.01% | 661 |
|
|
2024
Q3 | $1.31M | Buy |
+20,158
| New | +$1.31M | 0.01% | 564 |
|
|
2022
Q3 | – | Sell |
-5,105
| Closed | -$245K | – | 395 |
|
|
2022
Q2 | $245K | Sell |
5,105
-1,311
| -20% | -$62.9K | 0.01% | 380 |
|
|
2022
Q1 | $360K | Buy |
+6,416
| New | +$360K | 0.01% | 359 |
|
|
2021
Q4 | – | Sell |
-5,105
| Closed | -$294K | – | 404 |
|
|
2021
Q3 | $294K | Buy |
+5,105
| New | +$294K | 0.01% | 380 |
|