Kovitz Investment Group Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,518	Closed	-$471K	–	822
2024 Q1	$471K	Buy	11,518 +3,941	+52%	+$151K	0.01%	512
2023 Q4	$282K	Hold	7,577	–	–	﹤0.01%	364
2023 Q3	$258K	Hold	7,577	–	–	﹤0.01%	365
2023 Q2	$261K	Hold	7,577	–	–	﹤0.01%	378
2023 Q1	$254K	Sell	7,577 -379	-5%	-$13K	﹤0.01%	385
2022 Q4	$266K	Buy	7,956 +956	+14%	+$31.8K	0.01%	367
2022 Q3	$207K	Hold	7,000	–	–	﹤0.01%	376
2022 Q2	$221K	Buy	+7,000	New	+$233K	﹤0.01%	386

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kovitz Investment Group Partners's DFUV Position: Q2 2024 in Review

Kovitz Investment Group Partners sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2024, closing a stake of 11,518 shares — an estimated $471K sold.

Kovitz Investment Group Partners first reported a position in DFUV in Q2 2022 and held it in 8 quarters. The position peaked at $471K in Q1 2024. 589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

Kovitz Investment Group Partners reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2024 after selling out during the quarter.
Kovitz Investment Group Partners sold 11,518 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $471K.
Kovitz Investment Group Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 8 quarters.
Kovitz Investment Group Partners's Dimensional US Marketwide Value ETF position peaked at $471K in Q1 2024.
589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2024, filed 14 Aug 2024.