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 $239,234. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,641
Previous 5,641
-0.0%
Holding current value
$239,234
Previous $200 Million
10.94%
% of portfolio
0.25%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
690Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$849 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$810 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$474 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$360 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$309 Million0.15% of portfolio