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Karpas Strategies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Karpas Strategies’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$327K Buy
8,324
+2,949
+55% +$117K 0.1% 101
2024
Q1 		$220K Hold
5,375
– – 0.07% 109
2023
Q4 		$200K Buy
+5,375
New +$185K 0.07% 115

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Karpas Strategies's DFUV Position: Q2 2024 in Review

Karpas Strategies increased its Dimensional US Marketwide Value ETF (DFUV) stake by 55% in Q2 2024, buying an estimated $117K and bringing the position to 8,324 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #101.

Karpas Strategies first reported a position in DFUV in Q4 2023 and has held it in 3 quarters since. 589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

  • Karpas Strategies held 8,324 shares of Dimensional US Marketwide Value ETF worth $327K as of Q2 2024.
  • Karpas Strategies bought 2,949 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $117K.
  • Dimensional US Marketwide Value ETF made up 0.1% of Karpas Strategies's portfolio in Q2 2024, its #101 holding.
  • Karpas Strategies first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

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