Ep Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 255,305 shares of DFUV stock, worth $10.5 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
255,305
Previous 268,117
4.78%
Holding current value
$10.5 Million
Previous $11.2 Million
6.53%
% of portfolio
0.09%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
705Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$740 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$595 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$443 Million0.67% of portfolio