K2 Financial Inc. Dimensional ETF Tr Dimensional Transaction History
K2 Financial Inc.
- $113 Billion
- Q2 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 45,632 shares of DUHP stock, worth $1.74 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
45,632
Previous 39,387
15.86%
Holding current value
$1.74 Million
Previous $1.21 Billion
35.26%
% of portfolio
1.44%
Previous 1.18%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.53 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$310 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$273 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$268 Million15.92% of portfolio