K2 Financial Inc. Dimensional ETF Tr Dimensional Transaction History
K2 Financial Inc.
- $124 Million
- Q3 2025
A detailed history of K2 Financial Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, K2 Financial Inc. holds 45,708 shares of DUHP stock, worth $1.72 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
45,708
Previous 45,632
0.17%
Holding current value
$1.72 Million
Previous $1.63 Billion
99.89%
% of portfolio
1.4%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio