Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$38.3M Buy
905,106
+59,384
+7% +$2.52M 0.16% 120
2025
Q1 		$32.5M Buy
845,722
+41,386
+5% +$1.59M 0.16% 123
2024
Q4 		$32.6M Buy
804,336
+115,945
+17% +$4.69M 0.16% 124
2024
Q3 		$27.2M Buy
+688,391
New +$27.2M 0.19% 100