Ep Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,259 shares of DFIP stock, worth $174,193. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,259
Previous 4,858
12.33%
Holding current value
$174,193
Previous $200,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
98Shares Held
6.6MCall Options Held
0Put Options Held
0-
Heirloom Wealth Management Greenwood Village, CO844KShares$34.5 Million12.51% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO822KShares$33.6 Million4.79% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL397KShares$16.3 Million9.18% of portfolio
-
Larson Financial Group LLC357KShares$14.6 Million1.15% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN267KShares$10.9 Million3.43% of portfolio