Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 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 8,542 shares of DFAU stock, worth $373,627. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,542
Previous 2,633 224.42%
Holding current value
$373,627
Previous $106,000 209.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
BUY
$37.84 - $42.29 $223,596 - $249,891
5,909 Added 224.42%
8,542 $328,000
Q4 2024

Feb 13, 2025
SELL
$39.27 - $42.38 $17,710 - $19,113
-451 Reduced 14.62%
2,633 $106,000
Q3 2024

Nov 14, 2024
SELL
$35.8 - $39.69 $17,542 - $19,448
-490 Reduced 13.71%
3,084 $122,000
Q2 2024

Aug 19, 2024
BUY
$34.53 - $37.67 $123,410 - $134,632
3,574 New
3,574 $133,000

Others Institutions Holding DFAU

# of Institutions
518
Shares Held
140M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

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