Ep Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,469,214 shares of DFAC stock, worth $54.5 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
1,469,214
Previous 1,183,027 24.19%
Holding current value
$54.5 Million
Previous $40.9 Million 18.41%
% of portfolio
0.41%
Previous 0.35%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$32.42 - $36.13 $9.28 Million - $10.3 Million
286,187 Added 24.19%
1,469,214 $48.5 Million
Q4 2024

Feb 13, 2025
BUY
$33.92 - $36.6 $7 Million - $7.55 Million
206,240 Added 21.11%
1,183,027 $40.9 Million
Q3 2024

Nov 14, 2024
SELL
$31.05 - $34.29 $542,660 - $599,286
-17,477 Reduced 1.76%
976,787 $33.5 Million
Q2 2024

Aug 19, 2024
BUY
$30.09 - $32.37 $82,235 - $88,467
2,733 Added 0.28%
994,264 $32.1 Million
Q1 2024

May 14, 2024
BUY
$28.62 - $31.95 $231,535 - $258,475
8,090 Added 0.82%
991,531 $31.7 Million
Q4 2023

Feb 28, 2024
SELL
$24.91 - $29.38 $48,250 - $56,909
-1,937 Reduced 0.2%
983,441 $28.7 Million
Q3 2023

Nov 22, 2023
BUY
$26.05 - $28.22 $25.4 Million - $27.5 Million
973,954 Added 8525.51%
985,378 $25.8 Million
Q2 2023

Aug 14, 2023
BUY
$24.86 - $27.15 $2,809 - $3,067
113 Added 1.0%
11,424 $310,000
Q1 2023

Jun 05, 2023
SELL
$24.18 - $26.58 $27.5 Million - $30.2 Million
-1,137,840 Reduced 99.02%
11,311 $288,000
Q4 2022

Jun 12, 2023
BUY
$22.49 - $25.81 $24.3 Million - $27.9 Million
1,082,006 Added 9565.96%
1,093,317 $26.5 Million
Q3 2022

Dec 02, 2022
SELL
$22.24 - $26.54 $192,976 - $230,287
-8,677 Reduced 0.75%
1,149,151 $25.6 Million
Q2 2022

Aug 11, 2022
SELL
$22.75 - $27.77 $326,485 - $398,527
-14,351 Reduced 1.22%
1,157,828 $27 Million
Q1 2022

May 20, 2022
BUY
$25.76 - $29.21 $30.2 Million - $34.2 Million
1,172,179 New
1,172,179 $32.3 Million
Q3 2021

Nov 16, 2021
SELL
$26.06 - $27.9 $5.62 Million - $6.01 Million
-215,557 Closed
0 $0
Q2 2021

Aug 24, 2021
BUY
$25.92 - $26.98 $5.59 Million - $5.82 Million
215,557 New
215,557 $5.82 Million

Others Institutions Holding DFAC

# of Institutions
1,111
Shares Held
820M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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