Kovitz Investment Group Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,032	Closed	-$582K	–	653
2025 Q3	$582K	Hold	8,032	–	–	﹤0.01%	988
2025 Q2	$538K	Buy	8,032 +1,147	+17%	+$71K	﹤0.01%	945
2025 Q1	$416K	Hold	6,885	–	–	﹤0.01%	958
2024 Q4	$439K	Hold	6,885	–	–	﹤0.01%	937
2024 Q3	$428K	Hold	6,885	–	–	﹤0.01%	780
2024 Q2	$405K	Hold	6,885	–	–	﹤0.01%	684
2024 Q1	$392K	Hold	6,885	–	–	0.01%	546
2023 Q4	$357K	Hold	6,885	–	–	0.01%	351
2023 Q3	$321K	Hold	6,885	–	–	0.01%	354
2023 Q2	$332K	Hold	6,885	–	–	﹤0.01%	364
2023 Q1	$306K	Buy	6,885 +753	+12%	+$32.7K	0.01%	370
2022 Q4	$255K	Hold	6,132	–	–	0.01%	373
2022 Q3	$238K	Hold	6,132	–	–	0.01%	371
2022 Q2	$250K	Sell	6,132 -2,691	-30%	-$119K	0.01%	378
2022 Q1	$433K	Buy	+8,823	New	+$427K	0.01%	352
2021 Q4	–	Sell	-6,132	Closed	-$289K	–	417
2021 Q3	$289K	Buy	+6,132	New	+$297K	0.01%	392

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Dimensional US Equity ETF (DFUS) in Q4 2025, closing a stake of 8,032 shares — an estimated $582K sold.

Kovitz Investment Group Partners first reported a position in DFUS in Q3 2021 and held it in 16 quarters. The position peaked at $582K in Q3 2025. 843 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Dimensional US Equity ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 8,032 Dimensional US Equity ETF shares in Q4 2025, an estimated $582K.
Kovitz Investment Group Partners first reported a position in Dimensional US Equity ETF in Q3 2021 and held it in 16 quarters.
Kovitz Investment Group Partners's Dimensional US Equity ETF position peaked at $582K in Q3 2025.
843 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

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