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 $5.13 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

189,436

Previous 25,461 644.02%

Holding current value

$5.13 Million

Previous $716,000 592.88%

% of portfolio

0.04%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

417

Shares Held

1.16B

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