Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 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 12,913 shares of DFAI stock, worth $384,807. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,913
Previous 24,464
47.22%
Holding current value
$384,807
Previous $700,000
44.29%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
489Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$182 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$157 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$140 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$115 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$99.3 Million15.43% of portfolio