Karpas Strategies, LLC Dimensional ETF Tr Us Marketwi Transaction History
Karpas Strategies, LLC
- $262 Million
- Q2 2024
A detailed history of Karpas Strategies, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Karpas Strategies, LLC holds 8,324 shares of DFUV stock, worth $342,948. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,324
Previous 5,375
54.87%
Holding current value
$342,948
Previous $219,000
48.86%
% of portfolio
0.12%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
707Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$740 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$443 Million0.67% of portfolio