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 $1.27 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

37,135

Holding current value

$1.27 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

390

Shares Held

219M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

38.2M
Shares

$1.3 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.22 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$278 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$236 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$235 Million
4.6% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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