Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,020 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,020

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	N/A	3,020 New	3,020 $0

Others Institutions Holding DFSB

# of Institutions

Shares Held

4.03M

Call Options Held

Put Options Held

Abacus Wealth Partners, LLC Santa Monica, CA

2.08M
Shares

$0
15.82% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

397K
Shares

$0
0.0% of portfolio
Rfg Advisory, LLC Birmingham, AL

236K
Shares

$0
0.0% of portfolio
Citrine Capital LLC San Francisco, CA

136K
Shares

$0
5.12% of portfolio
Sei Investments CO Oaks, PA

120K
Shares

$0
0.0% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSB

More about DFSB

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