KARPAS STRATEGIES, LLC DFAS Holdings History
KARPAS STRATEGIES, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2024-06-30, KARPAS STRATEGIES, LLC held 17,702.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $1.06 Mil. This investment constitutes 0.33% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds -% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q4. And since then KARPAS STRATEGIES, LLC has made 10 purchases of DFAS, at an average price of $57.73, for a total of 17,812.00 shares. In addition, there have been 1 sales at an average price of $51.92 for 110.00 shares. Based on historical transaction data and DFAS's current price of $65.59, KARPAS STRATEGIES, LLC's estimated gain on his DFAS holdings is $138,416.80, reflecting a 13.46% gain to date.
KARPAS STRATEGIES, LLC DFAS ($65.59) Holding Chart
KARPAS STRATEGIES, LLC DFAS ($65.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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