Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 294,847 shares of DFAE stock, worth $9.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

294,847

Previous 359,709 18.03%

Holding current value

$9.4 Million

Previous $9.31 Million 8.34%

% of portfolio

0.06%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$22.87 - $28.95 $1.48 Million - $1.88 Million	-64,862 Reduced 18.03%	294,847 $8.54 Million
Q1 2025 May 15, 2025	SELL	$24.64 - $26.86 $3.49 Million - $3.8 Million	-141,511 Reduced 28.23%	359,709 $9.31 Million
Q4 2024 Feb 13, 2025	SELL	$25.36 - $28.15 $13.8 Million - $15.3 Million	-545,150 Reduced 52.1%	501,220 $12.7 Million
Q3 2024 Nov 14, 2024	SELL	$24.46 - $27.82 $4.09 Million - $4.65 Million	-167,082 Reduced 13.77%	1,046,370 $28.7 Million
Q2 2024 Aug 19, 2024	BUY	$24.03 - $26.3 $28.8 Million - $31.6 Million	1,199,876 Added 8838.21%	1,213,452 $31.4 Million
Q1 2024 May 14, 2024	SELL	$22.74 - $24.88 $62,898 - $68,818	-2,766 Reduced 16.93%	13,576 $335,000
Q4 2023 Feb 28, 2024	BUY	$21.63 - $24.11 $208,816 - $232,757	9,654 Added 144.35%	16,342 $394,000
Q3 2023 Nov 22, 2023	BUY	$22.43 - $24.83 $150,011 - $166,063	6,688 New	6,688 $150,000
Q1 2023 Jun 05, 2023	BUY	$21.78 - $24.36 $24.1 Million - $26.9 Million	1,105,874 New	1,105,874 $25.5 Million

Others Institutions Holding DFAE

# of Institutions

613

Shares Held

178M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History