K2 Financial Inc. Dimensional ETF Tr Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, K2 Financial Inc. holds 11,027 shares of DFIV stock, worth $419,467. This represents 0.39% of its overall portfolio holdings.

Number of Shares

11,027

Holding current value

$419,467

% of portfolio

0.39%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$34.86 - $37.97 $384,401 - $418,695	11,027 New	11,027 $390 Million

Others Institutions Holding DFIV

# of Institutions

608

Shares Held

206M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20.5M
Shares

$778 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$738 Million
1.62% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$425 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$315 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$267 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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