Kdk Private Wealth Management, LLC Dimensional ETF Tr Transaction History
Kdk Private Wealth Management, LLC
- $87.8 Billion
- Q1 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 5,641 shares of DFIV stock, worth $226,316. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,641
Previous 5,641
-0.0%
Holding current value
$226,316
Previous $200 Million
10.94%
% of portfolio
0.25%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
663Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20MShares$803 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$714 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$448 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$332 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$282 Million0.17% of portfolio