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 551,479 shares of DFAX stock, worth $16.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

551,479

Previous 621,555 11.27%

Holding current value

$16.2 Million

Previous $15.5 Million 6.49%

% of portfolio

0.12%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$24.45 - $27.2 $1.71 Million - $1.91 Million	-70,076 Reduced 11.27%	551,479 $14.4 Million
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

607

Shares Held

248M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

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.

Account

Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History