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 3,084 shares of DFAU stock, worth $125,549. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,084
Previous 3,574 13.71%
Holding current value
$125,549
Previous $133,000 8.27%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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