Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 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 1,568,171 shares of DFIV stock, worth $56.8 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
1,568,171
Previous 1,496,217
4.81%
Holding current value
$56.8 Million
Previous $51.4 Million
12.1%
% of portfolio
0.68%
Previous 0.66%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
506Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$537 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$464 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$408 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$236 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$228 Million2.68% of portfolio