Kovitz Investment Group Partners
DFAU icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,011,270
Closed -$46.3M – 647
2025
Q3 		$46.3M Buy
1,011,270
+106,164
+12% +$4.68M 0.18% 113
2025
Q2 		$38.3M Buy
905,106
+59,384
+7% +$2.33M 0.16% 120
2025
Q1 		$32.5M Buy
845,722
+41,386
+5% +$1.68M 0.16% 123
2024
Q4 		$32.6M Buy
804,336
+115,945
+17% +$4.74M 0.16% 124
2024
Q3 		$27.2M Buy
+688,391
New +$26.3M 0.19% 100

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2025, closing a stake of 1,011,270 shares — an estimated $46.3M sold.

Kovitz Investment Group Partners first reported a position in DFAU in Q3 2024 and held it in 5 quarters. The position peaked at $46.3M in Q3 2025. 562 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,011,270 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $46.3M.
  • Kovitz Investment Group Partners first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Dimensional US Core Equity Market ETF position peaked at $46.3M in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

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