Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

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 1,903,813 shares of DFSV stock, worth $60.4 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

1,903,813

Previous 2,028,357 6.14%

Holding current value

$60.4 Million

Previous $57.1 Million 1.87%

% of portfolio

0.38%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$24.21 - $29.47 $3.02 Million - $3.67 Million	-124,544 Reduced 6.14%	1,903,813 $56 Million
Q1 2025 May 15, 2025	SELL	$27.56 - $32.1 $3.39 Million - $3.95 Million	-123,156 Reduced 5.72%	2,028,357 $57.1 Million
Q4 2024 Feb 13, 2025	SELL	$30.18 - $33.87 $5.7 Million - $6.4 Million	-188,945 Reduced 8.07%	2,151,513 $66.2 Million
Q3 2024 Nov 14, 2024	SELL	$28.25 - $31.7 $4.85 Million - $5.44 Million	-171,765 Reduced 6.84%	2,340,458 $72.1 Million
Q2 2024 Aug 19, 2024	SELL	$27.81 - $30.13 $4.31 Million - $4.67 Million	-154,958 Reduced 5.81%	2,512,223 $72.3 Million
Q1 2024 May 14, 2024	BUY	$27.45 - $30.1 $2.6 Million - $2.85 Million	94,607 Added 3.68%	2,667,181 $80.3 Million
Q4 2023 Feb 28, 2024	BUY	$23.61 - $29.53 $3.56 Million - $4.45 Million	150,811 Added 6.23%	2,572,574 $74.9 Million
Q3 2023 Nov 22, 2023	BUY	$24.97 - $27.69 $60.4 Million - $67 Million	2,417,994 Added 64154.79%	2,421,763 $61.4 Million
Q1 2023 Jun 05, 2023	BUY	$23.74 - $28.31 $89,476 - $106,700	3,769 New	3,769 $93,000
Q4 2022 Jun 12, 2023	BUY	$22.47 - $26.46 $6.78 Million - $7.98 Million	301,574 Added 8001.43%	305,343 $7.56 Million

Others Institutions Holding DFSV

# of Institutions

481

Shares Held

131M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History