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Dimensional Etf Trust shares owned by K2 Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by K2 Financial from 13F filings

Historical chart of K2 Financial investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by K2 Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by K2 Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 46k 38.37
2025-09-30 $1.7M 46k 37.58
2025-06-30 $1.6M 46k 35.76
2025-03-31 $1.2M 39k 30.63
2024-12-31 $1.2M 37k 33.63

More positions owned by K2 Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for K2 Financial

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Colony
Forum Financial Management
Pure Financial Advisors
CI Private Wealth
Hanson McClain Advisors
Envestnet Asset Management
Foster Group
Wealth Enhancement Advisory Services
Buckingham Strategic Partners
Alesco Advisors
Apella Capital
Aprio Wealth Management
RW Investment Management
HighTower Advisors

View all funds holding Dimensional Etf Trust