KS
DFUS

Karpas Strategies’s Dimensional US Equity ETF DFUS Stock Holding History

Karpas Strategies’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$365K Buy
6,197
+1,256
+25% +$71.4K 0.11% 95
2024
Q1 		$282K Buy
4,941
+645
+15% +$34.9K 0.09% 103
2023
Q4 		$223K Buy
+4,296
New +$208K 0.07% 109

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Karpas Strategies's DFUS Position: Q2 2024 in Review

Karpas Strategies increased its Dimensional US Equity ETF (DFUS) stake by 25% in Q2 2024, buying an estimated $71.4K and bringing the position to 6,197 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #95.

Karpas Strategies first reported a position in DFUS in Q4 2023 and has held it in 3 quarters since. 593 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • Karpas Strategies held 6,197 shares of Dimensional US Equity ETF worth $365K as of Q2 2024.
  • Karpas Strategies bought 1,256 Dimensional US Equity ETF shares in Q2 2024, an estimated $71.4K.
  • Dimensional US Equity ETF made up 0.11% of Karpas Strategies's portfolio in Q2 2024, its #95 holding.
  • Karpas Strategies first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • 593 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.