Ep Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 33,442 shares of DFUS stock, worth $2.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

33,442

Previous 58,429 42.76%

Holding current value

$2.44 Million

Previous $3.53 Million 36.57%

% of portfolio

0.02%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$53.65 - $67.02 $1.34 Million - $1.67 Million	-24,987 Reduced 42.76%	33,442 $2.24 Million
Q1 2025 May 15, 2025	SELL	$59.61 - $66.71 $411,905 - $460,966	-6,910 Reduced 10.58%	58,429 $3.53 Million
Q4 2024 Feb 13, 2025	BUY	$61.52 - $66.5 $2.3 Million - $2.48 Million	37,362 Added 133.55%	65,339 $4.17 Million
Q3 2024 Nov 14, 2024	SELL	$56.04 - $62.2 $4,483 - $4,976	-80 Reduced 0.29%	27,977 $1.74 Million
Q2 2024 Aug 19, 2024	SELL	$53.83 - $59.14 $9,420 - $10,349	-175 Reduced 0.62%	28,057 $1.65 Million

Q1 2024 May 14, 2024	SELL	$50.79 - $56.98 $515,366 - $578,176	-10,147 Reduced 26.44%	28,232 $1.61 Million
Q4 2023 Feb 28, 2024	BUY	$44.51 - $52.0 $203,410 - $237,640	4,570 Added 13.52%	38,379 $1.99 Million
Q3 2023 Nov 22, 2023	SELL	$46.29 - $49.87 $82.8 Million - $89.2 Million	-1,789,004 Reduced 98.15%	33,809 $1.57 Million
Q1 2023 Jun 05, 2023	BUY	$41.24 - $45.43 $74.2 Million - $81.8 Million	1,799,644 Added 7767.47%	1,822,813 $81 Million
Q4 2022 Jun 12, 2023	SELL	$38.86 - $44.32 $70.1 Million - $79.9 Million	-1,803,659 Reduced 98.95%	19,154 $796,000
Q3 2022 Dec 02, 2022	SELL	$38.82 - $46.57 $42,624 - $51,133	-1,098 Reduced 4.52%	23,169 $899,000
Q2 2022 Aug 11, 2022	SELL	$39.62 - $49.51 $16,600 - $20,744	-419 Reduced 1.7%	24,267 $989,000
Q1 2022 May 20, 2022	BUY	$45.16 - $52.01 $1.11 Million - $1.28 Million	24,686 New	24,686 $1.21 Million

Others Institutions Holding DFUS

# of Institutions

834

Shares Held

203M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History