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

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

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 28,232 shares of DFUS stock, worth $1.68 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,232

Previous 38,379 26.44%

Holding current value

$1.68 Million

Previous $1.99 Million 19.16%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$40.71 - $44.32 $73.4 Million - $79.9 Million	-1,803,659 Reduced 98.95%	19,154 $796,000

Q3 2022 Dec 02, 2022	SELL	$39.83 - $46.57 $43,733 - $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

595

Shares Held

113M

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

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