Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Dimensional International Value ETF DFIV Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$65.2M Buy
2025
Q1 		$55.8M Buy
2024
Q4 		$48.8M Buy
2024
Q3 		$47.7M Buy
2022
Q3 		– Sell
2022
Q2 		$203K Sell
2022
Q1 		$345K Buy
2021
Q4 		– Sell
2021
Q3 		$230K Buy