KARPAS STRATEGIES, LLC DFSV Holdings History
KARPAS STRATEGIES, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2024-06-30, KARPAS STRATEGIES, LLC held 29,415.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $846,560.00. This investment constitutes 0.27% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds -% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q2. And since then KARPAS STRATEGIES, LLC has made 1 purchases of DFSV, at an average price of $29.02, for a total of 29,415.00 shares. Based on historical transaction data and DFSV's current price of $30.57, KARPAS STRATEGIES, LLC's estimated gain on his DFSV holdings is $45,593.25, reflecting a 5.34% gain to date.
KARPAS STRATEGIES, LLC DFSV ($30.57) Holding Chart
KARPAS STRATEGIES, LLC DFSV ($30.57) 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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