Kovitz Investment Group Partners
DFCF icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-48,722
Closed -$2.08M – 648
2025
Q3 		$2.08M Sell
48,722
-7,495
-13% -$318K 0.01% 656
2025
Q2 		$2.38M Sell
56,217
-8,723
-13% -$364K 0.01% 592
2025
Q1 		$2.73M Sell
64,940
-3,465
-5% -$144K 0.01% 522
2024
Q4 		$2.82M Buy
68,405
+24,675
+56% +$1.04M 0.01% 510
2024
Q3 		$1.89M Buy
+43,730
New +$1.86M 0.01% 499

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PHWA
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SC
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TLFA
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BPA
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OIA
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BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2025, closing a stake of 48,722 shares — an estimated $2.08M sold.

Kovitz Investment Group Partners first reported a position in DFCF in Q3 2024 and held it in 5 quarters. The position peaked at $2.82M in Q4 2024. 463 funds tracked by Wall St. Rank hold DFCF as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 48,722 Dimensional Core Fixed Income ETF shares in Q4 2025, an estimated $2.08M.
  • Kovitz Investment Group Partners first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Dimensional Core Fixed Income ETF position peaked at $2.82M in Q4 2024.
  • 463 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2025.

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