Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,100,342 shares of DFIV stock, worth $74.2 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
2,100,342
Previous 1,735,983
20.99%
Holding current value
$74.2 Million
Previous $62.4 Million
28.19%
% of portfolio
0.71%
Previous 0.67%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$685 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$670 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$395 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$274 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$238 Million0.04% of portfolio