Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 876,069 shares of DFIC stock, worth $29.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
876,069
Previous 860,660 1.79%
Holding current value
$29.2 Million
Previous $23.9 Million 13.96%
% of portfolio
0.19%
Previous 0.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.94 - $31.15 $384,300 - $479,990
15,409 Added 1.79%
876,069 $27.2 Million
Q1 2025

May 15, 2025
BUY
$25.54 - $28.79 $19.1 Million - $21.6 Million
749,724 Added 675.82%
860,660 $23.9 Million
Q4 2024

Feb 13, 2025
BUY
$25.61 - $28.0 $2.54 Million - $2.78 Million
99,171 Added 842.93%
110,936 $2.87 Million
Q3 2024

Nov 14, 2024
BUY
$25.36 - $28.37 $102,784 - $114,983
4,053 Added 52.55%
11,765 $331,000
Q2 2024

Aug 19, 2024
SELL
$25.73 - $27.44 $45,104 - $48,102
-1,753 Reduced 18.52%
7,712 $202,000
Q1 2024

May 14, 2024
SELL
$24.62 - $26.83 $58,423 - $63,667
-2,373 Reduced 20.05%
9,465 $253,000
Q4 2023

Feb 28, 2024
BUY
$22.18 - $25.58 $147,142 - $169,697
6,634 Added 127.48%
11,838 $302,000
Q3 2023

Nov 22, 2023
SELL
$23.25 - $25.17 $490,505 - $531,011
-21,097 Reduced 80.21%
5,204 $121,000
Q1 2023

Jun 05, 2023
BUY
$22.5 - $24.64 $591,772 - $648,056
26,301 New
26,301 $633,000

Others Institutions Holding DFIC

# of Institutions
526
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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