Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 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 2,633 shares of DFAU stock, worth $108,716. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,633
Previous 3,084 14.62%
Holding current value
$108,716
Previous $122,000 13.11%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
479
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email