Number of Shares
98,381.00
Current Holdings Value*
$3.15 Mil
% of Portfolio
0.99%
Total Estimate Gain
$743,541.37
% of Total Estimate Gain
26.41%

KARPAS STRATEGIES, LLC's Dimensional US High Profitability ETF Holding Summary

As of 2024-06-30, KARPAS STRATEGIES, LLC held 98,381.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $3.15 Mil. This investment constitutes 0.99% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds -% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2023Q4. And since then KARPAS STRATEGIES, LLC has made 3 purchases of DUHP, at an average price of $28.61, for a total of 98,381.00 shares. Based on historical transaction data and DUHP's current price of $36.17, KARPAS STRATEGIES, LLC's estimated gain on his DUHP holdings is $743,541.37, reflecting a 26.41% gain to date.

KARPAS STRATEGIES, LLC DUHP ($36.17) Holding Chart

KARPAS STRATEGIES, LLC DUHP ($36.17) 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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