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 46,101 shares of DUHP stock, worth $1.74 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
46,101
Previous 9,756
372.54%
Holding current value
$1.74 Million
Previous $323,000
407.43%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$285 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio