Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

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 10,443 shares of DUHP stock, worth $360,492. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,443

Holding current value

$360,492

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

328

Shares Held

207M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.31 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.27 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$288 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$236 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$233 Million
15.86% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History