Ep Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 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 4,362 shares of DFIP stock, worth $182,200. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,362

Previous 4,332 0.69%

Holding current value

$182,200

Previous $183,000 3.83%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$40.31 - $42.43 $1,209 - $1,272	30 Added 0.69%	4,362 $176,000
Q3 2024 Nov 14, 2024	BUY	$40.69 - $42.46 $1,057 - $1,103	26 Added 0.6%	4,332 $183,000
Q2 2024 Aug 19, 2024	BUY	$40.31 - $41.37 $1,894 - $1,944	47 Added 1.1%	4,306 $175,000
Q1 2024 May 14, 2024	SELL	$40.58 - $41.54 $24,307 - $24,882	-599 Reduced 12.33%	4,259 $175,000
Q4 2023 Feb 28, 2024	SELL	$39.16 - $41.47 $12,139 - $12,855	-310 Reduced 6.0%	4,858 $200,000
Q3 2023 Nov 22, 2023	SELL	$39.65 - $41.67 $524,648 - $551,377	-13,232 Reduced 71.91%	5,168 $205,000
Q1 2023 Jun 05, 2023	BUY	$40.93 - $42.83 $753,112 - $788,072	18,400 New	18,400 $788,000

Others Institutions Holding DFIP

# of Institutions

134

Shares Held

14.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History