KARPAS STRATEGIES, LLC DFUV Holdings History
KARPAS STRATEGIES, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2024-06-30, KARPAS STRATEGIES, LLC held 8,324.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $326,880.00. This investment constitutes 0.1% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds -% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2023Q4. And since then KARPAS STRATEGIES, LLC has made 2 purchases of DFUV, at an average price of $36.24, for a total of 8,324.00 shares. Based on historical transaction data and DFUV's current price of $42.70, KARPAS STRATEGIES, LLC's estimated gain on his DFUV holdings is $53,735.37, reflecting a 17.81% gain to date.
KARPAS STRATEGIES, LLC DFUV ($42.70) Holding Chart
KARPAS STRATEGIES, LLC DFUV ($42.70) 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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