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

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

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 210,119 shares of DFEM stock, worth $5.94 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

210,119

Previous 189,436 10.92%

Holding current value

$5.94 Million

Previous $4.96 Million 12.05%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$25.35 - $27.46 $524,314 - $567,955	20,683 Added 10.92%	210,119 $5.56 Million
Q4 2024 Feb 13, 2025	BUY	$26.16 - $28.82 $4.29 Million - $4.73 Million	163,975 Added 644.02%	189,436 $4.96 Million
Q3 2024 Nov 14, 2024	SELL	$25.21 - $28.46 $12,857 - $14,514	-510 Reduced 1.96%	25,461 $716,000
Q2 2024 Aug 19, 2024	BUY	$24.84 - $27.2 $2,036 - $2,230	82 Added 0.32%	25,971 $694,000
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

443

Shares Held

160M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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