Kovitz Investment Group Partners’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
8,032
+1,147
| +17% | +$76.9K | ﹤0.01% | 942 |
|
|
2025
Q1 | $416K | Hold |
6,885
| – | – | ﹤0.01% | 951 |
|
|
2024
Q4 | $439K | Hold |
6,885
| – | – | ﹤0.01% | 932 |
|
|
2024
Q3 | $428K | Hold |
6,885
| – | – | ﹤0.01% | 778 |
|
|
2024
Q2 | $405K | Hold |
6,885
| – | – | ﹤0.01% | 682 |
|
|
2024
Q1 | $392K | Hold |
6,885
| – | – | 0.01% | 543 |
|
|
2023
Q4 | $357K | Hold |
6,885
| – | – | 0.01% | 350 |
|
|
2023
Q3 | $321K | Hold |
6,885
| – | – | 0.01% | 352 |
|
|
2023
Q2 | $332K | Hold |
6,885
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $306K | Buy |
6,885
+753
| +12% | +$33.5K | 0.01% | 368 |
|
|
2022
Q4 | $255K | Hold |
6,132
| – | – | 0.01% | 370 |
|
|
2022
Q3 | $238K | Hold |
6,132
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $250K | Sell |
6,132
-2,691
| -30% | -$110K | 0.01% | 377 |
|
|
2022
Q1 | $433K | Buy |
+8,823
| New | +$433K | 0.01% | 346 |
|
|
2021
Q4 | – | Sell |
-6,132
| Closed | -$289K | – | 406 |
|
|
2021
Q3 | $289K | Buy |
+6,132
| New | +$289K | 0.01% | 382 |
|