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 Q4	–	Sell	-1,542,252	Closed	-$71.1M	–	649
2025 Q3	$71.1M	Buy	1,542,252 +20,034	+1%	+$896K	0.28%	77
2025 Q2	$65.2M	Buy	1,522,218 +104,502	+7%	+$4.26M	0.28%	80
2025 Q1	$55.8M	Buy	1,417,716 +41,299	+3%	+$1.58M	0.28%	84
2024 Q4	$48.8M	Buy	1,376,417 +118,592	+9%	+$4.35M	0.24%	91
2024 Q3	$47.7M	Buy	+1,257,825	New	+$46.5M	0.34%	70
2022 Q3	–	Sell	-7,030	Closed	-$203K	–	398
2022 Q2	$203K	Sell	7,030 -3,263	-32%	-$104K	﹤0.01%	394
2022 Q1	$345K	Buy	+10,293	New	+$347K	0.01%	368
2021 Q4	–	Sell	-7,030	Closed	-$230K	–	416
2021 Q3	$230K	Buy	+7,030	New	+$232K	﹤0.01%	408

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Dimensional International Value ETF (DFIV) in Q4 2025, closing a stake of 1,542,252 shares — an estimated $71.1M sold.

Kovitz Investment Group Partners first reported a position in DFIV in Q3 2021 and held it in 8 quarters. The position peaked at $71.1M in Q3 2025. 800 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Dimensional International Value ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,542,252 Dimensional International Value ETF shares in Q4 2025, an estimated $71.1M.
Kovitz Investment Group Partners first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 8 quarters.
Kovitz Investment Group Partners's Dimensional International Value ETF position peaked at $71.1M in Q3 2025.
800 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

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