K2 Financial Inc. Dimensional ETF Tr Transaction History
K2 Financial Inc.
- $124 Million
- Q3 2025
A detailed history of K2 Financial Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, K2 Financial Inc. holds 11,187 shares of DFIV stock, worth $535,969. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,187
Previous 11,186
0.01%
Holding current value
$535,969
Previous $477 Million
99.89%
% of portfolio
0.42%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio