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%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

705

Shares Held

275M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

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.

Account

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