Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

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 7,712 shares of DFIC stock, worth $215,936. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,712
Previous 9,465 18.52%
Holding current value
$215,936
Previous $253,000 20.16%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
343
Shares Held
221M
Call Options Held
900
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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