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 $251,757. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,641
Previous 5,641
-0.0%
Holding current value
$251,757
Previous $200 Million
10.94%
% of portfolio
0.25%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
723Shares Held
234MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$943 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$852 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$499 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$383 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$350 Million0.22% of portfolio