Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,600 shares of DISV stock, worth $343,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,600

Holding current value

$343,296

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$25.93 - $32.91 $248,928 - $315,935	9,600 New	9,600 $315,000

Others Institutions Holding DISV

# of Institutions

374

Shares Held

80.7M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$317 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

5.91M
Shares

$211 Million
3.28% of portfolio
Mather Group, Llc. Chicago, IL

5.86M
Shares

$210 Million
2.13% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$113 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$90.1 Million
1.18% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History