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
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

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 19,200 shares — an estimated $1.31M sold.

Kovitz Investment Group Partners first reported a position in DFAS in Q3 2021 and held it in 8 quarters. The position peaked at $1.31M in Q3 2025. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,200 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $1.31M.
  • Kovitz Investment Group Partners first reported a position in Dimensional US Small Cap ETF in Q3 2021 and held it in 8 quarters.
  • Kovitz Investment Group Partners's Dimensional US Small Cap ETF position peaked at $1.31M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

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