Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
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 1,213,452 shares of DFAE stock, worth $33.5 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,213,452
Previous 13,576
8838.21%
Holding current value
$33.5 Million
Previous $335,000
9270.75%
% of portfolio
0.34%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
453Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$349 Million1.28% of portfolio
-
Ubs Group Ag5.16MShares$142 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$117 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$102 Million0.03% of portfolio
-
Foster Group, Inc.3.48MShares$95.9 Million3.68% of portfolio