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

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MG
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JFG
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Cerity Partners
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RWM
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MWM
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IFA
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