K2 Financial Inc. Dimensional ETF Tr Dimensional Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, K2 Financial Inc. holds 37,135 shares of DUHP stock, worth $1.31 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

37,135

Holding current value

$1.31 Million

% of portfolio

1.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$33.62 - $35.69 $1.25 Million - $1.33 Million	37,135 New	37,135 $1.25 Billion

Others Institutions Holding DUHP

# of Institutions

359

Shares Held

214M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.33 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.3 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$293 Million
12.03% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$243 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$241 Million
4.45% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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