Ep Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 257,674 shares of DFUV stock, worth $10.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
257,674
Previous 264,768 2.68%
Holding current value
$10.1 Million
Previous $9.85 Million 6.94%
% of portfolio
0.12%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$36.22 - $40.9 $256,944 - $290,144
-7,094 Reduced 2.68%
257,674 $10.5 Million
Q4 2023

Feb 28, 2024
BUY
$31.85 - $37.39 $58,922 - $69,171
1,850 Added 0.7%
264,768 $9.85 Million
Q3 2023

Nov 22, 2023
BUY
$33.83 - $36.19 $7.59 Million - $8.12 Million
224,324 Added 581.24%
262,918 $8.94 Million
Q1 2023

Jun 05, 2023
SELL
$31.9 - $35.83 $7.94 Million - $8.92 Million
-248,931 Reduced 86.58%
38,594 $1.29 Million
Q3 2022

Dec 02, 2022
SELL
$30.15 - $34.78 $97,052 - $111,956
-3,219 Reduced 1.11%
287,525 $8.51 Million
Q2 2022

Aug 11, 2022
BUY
$30.92 - $35.31 $8.99 Million - $10.3 Million
290,744 New
290,744 $9.19 Million

Others Institutions Holding DFUV

# of Institutions
592
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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