Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

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 3,007,183 shares of DFIV stock, worth $133 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
3,007,183
Previous 2,665,257 12.83%
Holding current value
$133 Million
Previous $94.5 Million 25.2%
% of portfolio
0.99%
Previous 0.8%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$35.33 - $40.77 $12.1 Million - $13.9 Million
341,926 Added 12.83%
3,007,183 $118 Million
Q4 2024

Feb 13, 2025
BUY
$34.86 - $37.97 $19.7 Million - $21.4 Million
564,915 Added 26.9%
2,665,257 $94.5 Million
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $12.6 Million - $14 Million
364,359 Added 20.99%
2,100,342 $80 Million
Q2 2024

Aug 19, 2024
BUY
$35.5 - $38.02 $5.96 Million - $6.38 Million
167,812 Added 10.7%
1,735,983 $62.4 Million
Q1 2024

May 14, 2024
BUY
$33.15 - $36.75 $2.39 Million - $2.64 Million
71,954 Added 4.81%
1,568,171 $57.6 Million
Q4 2023

Feb 28, 2024
BUY
$30.86 - $34.46 $3.71 Million - $4.14 Million
120,225 Added 8.74%
1,496,217 $51.4 Million
Q3 2023

Nov 22, 2023
BUY
$32.1 - $34.42 $44 Million - $47.2 Million
1,370,666 Added 25735.37%
1,375,992 $44.9 Million
Q1 2023

Jun 05, 2023
SELL
$30.43 - $33.38 $10.3 Million - $11.3 Million
-339,653 Reduced 98.46%
5,326 $171,000
Q4 2022

Jun 12, 2023
BUY
$25.88 - $31.1 $19 Million - $22.8 Million
733,269 Added 13767.72%
738,595 $22.5 Million
Q3 2022

Dec 02, 2022
BUY
$25.71 - $30.57 $4.1 Million - $4.88 Million
159,656 Added 86.15%
344,979 $8.89 Million
Q2 2022

Aug 11, 2022
BUY
$28.66 - $33.84 $3.02 Million - $3.57 Million
105,547 Added 132.3%
185,323 $5.35 Million
Q1 2022

May 20, 2022
BUY
$30.75 - $35.49 $2.45 Million - $2.83 Million
79,776 New
79,776 $2.67 Million

Others Institutions Holding DFIV

# of Institutions
713
Shares Held
230M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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