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 $3.45 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
98,381
Previous 70,380
39.79%
Holding current value
$3.45 Million
Previous $2.22 Million
41.5%
% of portfolio
1.2%
Previous 0.84%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
343Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio