Ep Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 25,889 shares of DFEM stock, worth $706,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,889
Previous 29,534 12.34%
Holding current value
$706,251
Previous $737,000 10.58%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$23.62 - $25.64 $86,094 - $93,457
-3,645 Reduced 12.34%
25,889 $659,000
Q4 2023

Feb 28, 2024
BUY
$22.36 - $24.96 $268,677 - $299,919
12,016 Added 68.59%
29,534 $737,000
Q3 2023

Nov 22, 2023
BUY
$23.16 - $25.43 $179,906 - $197,540
7,768 Added 79.67%
17,518 $408,000
Q1 2023

Jun 05, 2023
BUY
$22.42 - $24.83 $218,595 - $242,092
9,750 New
9,750 $230,000

Others Institutions Holding DFEM

# of Institutions
307
Shares Held
116M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

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