Kovitz Investment Group Partners
DFSV

Kovitz Investment Group Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-481,236
Closed -$15.3M – 652
2025
Q3 		$15.3M Sell
481,236
-583
-0.1% -$18.2K 0.06% 255
2025
Q2 		$14.2M Buy
481,819
+264,571
+122% +$7.33M 0.06% 248
2025
Q1 		$6.12M Buy
217,248
+66,894
+44% +$2.02M 0.03% 366
2024
Q4 		$4.63M Sell
150,354
-1,451
-1% -$45.9K 0.02% 412
2024
Q3 		$4.65M Buy
+151,805
New +$4.55M 0.03% 352

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Dimensional US Small Cap Value ETF (DFSV) in Q4 2025, closing a stake of 481,236 shares — an estimated $15.3M sold.

Kovitz Investment Group Partners first reported a position in DFSV in Q3 2024 and held it in 5 quarters. The position peaked at $15.3M in Q3 2025. 524 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Dimensional US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 481,236 Dimensional US Small Cap Value ETF shares in Q4 2025, an estimated $15.3M.
  • Kovitz Investment Group Partners first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Dimensional US Small Cap Value ETF position peaked at $15.3M in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

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