Kdk Private Wealth Management, LLC Dimensional ETF Tr Transaction History
Kdk Private Wealth Management, LLC
- $93.6 Billion
- Q2 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 $261,009. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,641
Previous 5,641
-0.0%
Holding current value
$261,009
Previous $222 Million
8.82%
% of portfolio
0.26%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$978 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$922 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$517 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$397 Million2.4% of portfolio