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 $342,532. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,324
Previous 5,375
54.87%
Holding current value
$342,532
Previous $219,000
48.86%
% of portfolio
0.12%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.45 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$762 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$448 Million0.65% of portfolio