Kovitz Investment Group Partners
DISV icon

Kovitz Investment Group Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Kovitz Investment Group Partners’s Portfolio DISV Stock Details DISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-763,386
Closed -$27.2M – 661
2025
Q3 		$27.2M Buy
763,386
+9,942
+1% +$341K 0.11% 177
2025
Q2 		$24.8M Buy
753,444
+51,076
+7% +$1.57M 0.11% 173
2025
Q1 		$20.5M Buy
702,368
+18,425
+3% +$519K 0.1% 167
2024
Q4 		$18.2M Buy
683,943
+61,673
+10% +$1.69M 0.09% 189
2024
Q3 		$17.9M Buy
+622,270
New +$17.4M 0.13% 149

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return