K2 Financial Inc. Dimensional ETF Tr Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, K2 Financial Inc. holds 11,027 shares of DFIV stock, worth $413,402. This represents 0.39% of its overall portfolio holdings.

Number of Shares

11,027

Holding current value

$413,402

% of portfolio

0.39%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$34.86 - $37.97 $384,401 - $418,695	11,027 New	11,027 $390 Million

Others Institutions Holding DFIV

# of Institutions

583

Shares Held

202M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$727 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$710 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$419 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$310 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$263 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of K2 Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on K2 Financial Inc. with notifications on news.

Account