Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.38M Sell
56,217
-8,723
-13% -$369K 0.01% 591
2025
Q1 		$2.73M Sell
64,940
-3,465
-5% -$146K 0.01% 521
2024
Q4 		$2.82M Buy
68,405
+24,675
+56% +$1.02M 0.01% 509
2024
Q3 		$1.89M Buy
+43,730
New +$1.89M 0.01% 497