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 $3.71 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
98,381
Previous 70,380
39.79%
Holding current value
$3.71 Million
Previous $2.22 Million
41.5%
% of portfolio
1.2%
Previous 0.84%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio