Karpas Strategies, LLC Dimensional ETF Tr Dimensional Transaction History
Karpas Strategies, LLC
- $262 Million
- Q2 2024
A detailed history of Karpas Strategies, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Karpas Strategies, LLC holds 98,381 shares of DUHP stock, worth $3.33 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
98,381
Previous 70,380
39.79%
Holding current value
$3.33 Million
Previous $2.22 Million
41.5%
% of portfolio
1.2%
Previous 0.84%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio