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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.2M	Buy	481,819 +264,571	+122%	+$7.79M	0.06%	248
2025 Q1	$6.12M	Buy	217,248 +66,894	+44%	+$1.88M	0.03%	365
2024 Q4	$4.63M	Sell	150,354 -1,451	-1%	-$44.7K	0.02%	411
2024 Q3	$4.65M	Buy	+151,805	New	+$4.65M	0.03%	351