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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 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 58,429 shares of DFUS stock, worth $3.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
58,429
Previous 65,339 10.58%
Holding current value
$3.78 Million
Previous $4.17 Million 15.21%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
762
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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