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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 288,112 shares of DFUV stock, worth $13 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
288,112
Previous 244,856 17.67%
Holding current value
$13 Million
Previous $10.1 Million 20.72%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$36.25 - $42.28 $1.57 Million - $1.83 Million
43,256 Added 17.67%
288,112 $12.2 Million
Q1 2025

May 15, 2025
SELL
$39.96 - $43.3 $417,542 - $452,441
-10,449 Reduced 4.09%
244,856 $10.1 Million
Q4 2024

Feb 13, 2025
SELL
$40.38 - $44.35 $517,348 - $568,212
-12,812 Reduced 4.78%
255,305 $10.4 Million
Q3 2024

Nov 14, 2024
BUY
$38.51 - $41.69 $325,216 - $352,072
8,445 Added 3.25%
268,117 $11.2 Million
Q2 2024

Aug 19, 2024
BUY
$38.53 - $40.76 $76,982 - $81,438
1,998 Added 0.78%
259,672 $10.2 Million
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
$29.6 - $34.78 $95,282 - $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
768
Shares Held
246M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email