Kovitz Investment Group Partners
DFUS

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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return