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 621,555 shares of DFAX stock, worth $16.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

621,555

Previous 362,298 71.56%

Holding current value

$16.5 Million

Previous $9.79 Million 57.9%

% of portfolio

0.13%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$24.76 - $27.04 $6.42 Million - $7.01 Million	259,257 Added 71.56%	621,555 $15.5 Million
Q3 2024 Nov 14, 2024	SELL	$24.29 - $27.25 $122,931 - $137,912	-5,061 Reduced 1.38%	362,298 $9.79 Million
Q2 2024 Aug 19, 2024	SELL	$24.57 - $26.36 $81,916 - $87,884	-3,334 Reduced 0.9%	367,359 $9.34 Million
Q1 2024 May 14, 2024	SELL	$23.42 - $25.45 $102,275 - $111,140	-4,367 Reduced 1.16%	370,693 $9.43 Million
Q4 2023 Feb 28, 2024	SELL	$21.44 - $24.42 $213,349 - $243,003	-9,951 Reduced 2.58%	375,060 $9.16 Million
Q3 2023 Nov 22, 2023	BUY	$22.41 - $24.35 $8.63 Million - $9.38 Million	385,011 New	385,011 $8.67 Million
Q2 2022 Aug 11, 2022	SELL	$21.22 - $25.37 $847,081 - $1.01 Million	-39,919 Reduced 7.64%	482,549 $10.3 Million
Q1 2022 May 20, 2022	BUY	$23.26 - $26.72 $12.2 Million - $14 Million	522,468 New	522,468 $13 Million

Others Institutions Holding DFAX

# of Institutions

572

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History