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 $57.1 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
$57.1 Million
Previous $72.1 Million
8.13%
% of portfolio
0.56%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
419Shares Held
112MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$144 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio