Kovitz Investment Group Partners
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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
Q2 		$1.22M Buy
2025
Q1 		$1.14M Sell
2024
Q4 		$1.3M Sell
2024
Q3 		$1.31M Buy
2022
Q3 		– Sell
2022
Q2 		$245K Sell
2022
Q1 		$360K Buy
2021
Q4 		– Sell
2021
Q3 		$294K Buy