Ep Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 189,436 shares of DFEM stock, worth $4.96 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
189,436
Previous 25,461
644.02%
Holding current value
$4.96 Million
Previous $716,000
592.88%
% of portfolio
0.04%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
426Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio