K2 Financial Inc. Dimensional ETF Tr Transaction History
K2 Financial Inc.
- $113 Billion
- Q2 2025
A detailed history of K2 Financial Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, K2 Financial Inc. holds 11,186 shares of DFIV stock, worth $518,694. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,186
Previous 11,240
0.48%
Holding current value
$518,694
Previous $433 Million
10.3%
% of portfolio
0.42%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
752Shares Held
262MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$980 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$924 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$518 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$398 Million2.4% of portfolio