Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 2,151,513 shares of DFSV stock, worth $60.5 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
2,151,513
Previous 2,340,458
8.07%
Holding current value
$60.5 Million
Previous $72.1 Million
8.13%
% of portfolio
0.56%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
417Shares Held
110MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$226 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$214 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$153 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$117 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio