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 $3.47 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
98,381
Previous 70,380
39.79%
Holding current value
$3.47 Million
Previous $2.22 Million
41.5%
% of portfolio
1.2%
Previous 0.84%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio