Ep Wealth Advisors, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 341,296 shares of DFAS stock, worth $22.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
341,296
Previous 209,338 63.04%
Holding current value
$22.1 Million
Previous $13.6 Million 49.69%
% of portfolio
0.17%
Previous 0.12%

Shares

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

May 15, 2025
BUY
$58.81 - $68.2 $7.76 Million - $9 Million
131,958 Added 63.04%
341,296 $20.4 Million
Q4 2024

Feb 13, 2025
SELL
$63.58 - $71.15 $29,628 - $33,155
-466 Reduced 0.22%
209,338 $13.6 Million
Q3 2024

Nov 14, 2024
SELL
$59.25 - $65.33 $56,998 - $62,847
-962 Reduced 0.46%
209,804 $13.6 Million
Q2 2024

Aug 19, 2024
BUY
$57.42 - $62.37 $445,234 - $483,616
7,754 Added 3.82%
210,766 $12.7 Million
Q1 2024

May 14, 2024
SELL
$56.66 - $62.34 $255,989 - $281,652
-4,518 Reduced 2.18%
203,012 $12.7 Million
Q4 2023

Feb 28, 2024
BUY
$48.83 - $60.51 $63,771 - $79,026
1,306 Added 0.63%
207,530 $12.4 Million
Q3 2023

Nov 22, 2023
SELL
$51.84 - $57.67 $770,446 - $857,091
-14,862 Reduced 6.72%
206,224 $10.8 Million
Q2 2023

Aug 14, 2023
BUY
$49.85 - $54.8 $9.54 Million - $10.5 Million
191,313 Added 642.57%
221,086 $12.1 Million
Q1 2023

Jun 05, 2023
SELL
$50.35 - $57.8 $9.83 Million - $11.3 Million
-195,291 Reduced 86.77%
29,773 $1.57 Million
Q4 2022

Jun 12, 2023
BUY
$47.77 - $54.73 $8.67 Million - $9.93 Million
181,406 Added 609.3%
211,179 $10.8 Million
Q3 2022

Dec 02, 2022
SELL
$46.47 - $55.84 $76,210 - $91,577
-1,640 Reduced 0.72%
225,064 $10.5 Million
Q2 2022

Aug 11, 2022
SELL
$46.65 - $56.4 $464,634 - $561,744
-9,960 Reduced 4.21%
226,704 $10.9 Million
Q1 2022

May 20, 2022
BUY
$53.45 - $60.82 $12.6 Million - $14.4 Million
236,664 New
236,664 $13.3 Million
Q3 2021

Nov 16, 2021
SELL
$54.69 - $59.43 $11.3 Million - $12.3 Million
-207,516 Closed
0 $0
Q2 2021

Aug 24, 2021
BUY
$56.37 - $58.95 $11.7 Million - $12.2 Million
207,516 New
207,516 $12.1 Million

Others Institutions Holding DFAS

# of Institutions
821
Shares Held
126M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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