Karpas Strategies, LLC Dimensional ETF Tr U S Equity Transaction History
Karpas Strategies, LLC
- $262 Million
- Q2 2024
A detailed history of Karpas Strategies, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Karpas Strategies, LLC holds 6,197 shares of DFUS stock, worth $385,081. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,197
Previous 4,941
25.42%
Holding current value
$385,081
Previous $281,000
29.54%
% of portfolio
0.14%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio