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 $374,912. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,324
Previous 5,375
54.87%
Holding current value
$374,912
Previous $219,000
48.86%
% of portfolio
0.12%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio