Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 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 9,756 shares of DUHP stock, worth $353,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,756
Previous 9,747 0.09%
Holding current value
$353,167
Previous $329,000 1.82%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$32.57 - $35.82 $293 - $322
9 Added 0.09%
9,756 $323,000
Q4 2024

Feb 13, 2025
SELL
$33.62 - $35.69 $23,399 - $24,840
-696 Reduced 6.66%
9,747 $329,000
Q3 2024

Nov 14, 2024
BUY
$30.74 - $34.07 $321,017 - $355,793
10,443 New
10,443 $355,000

Others Institutions Holding DUHP

# of Institutions
418
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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