Ep Wealth Advisors, LLC Dimensional ETF Tr Dimen Emrgn Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,707 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,707
Previous 21,139 20.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-4,432 Reduced 20.97%
16,707 $0
Q1 2025

May 15, 2025
BUY
N/A
1,740 Added 8.97%
21,139 $0
Q4 2024

Feb 13, 2025
BUY
N/A
19,399 New
19,399 $0

Others Institutions Holding DFSE

# of Institutions
155
Shares Held
7.98M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN EMRGN

DFSE Quotes by TradingView
  • Ticker DFSE
More about DFSE
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