Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 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 1,046,370 shares of DFAE stock, worth $27 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,046,370
Previous 1,213,452 13.77%
Holding current value
$27 Million
Previous $31.4 Million 8.64%
% of portfolio
0.25%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
474
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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