Ep Wealth Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
7,789,534
Previous 6,473,128 20.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
1,316,406 Added 20.34%
7,789,534 $0
Q1 2025

May 15, 2025
BUY
N/A
1,400,997 Added 27.62%
6,473,128 $0
Q4 2024

Feb 13, 2025
BUY
N/A
1,609,219 Added 46.47%
5,072,131 $0
Q3 2024

Nov 14, 2024
BUY
N/A
797,877 Added 29.94%
3,462,912 $0
Q2 2024

Aug 19, 2024
BUY
N/A
380,053 Added 16.63%
2,665,035 $0
Q1 2024

May 14, 2024
BUY
N/A
344,757 Added 17.77%
2,284,982 $0
Q4 2023

Feb 28, 2024
BUY
N/A
495,453 Added 34.29%
1,940,225 $0
Q3 2023

Nov 22, 2023
BUY
N/A
427,585 Added 42.04%
1,444,772 $0
Q1 2023

Jun 05, 2023
BUY
N/A
1,017,187 New
1,017,187 $0
Q4 2022

Jun 12, 2023
SELL
N/A
-907,688 Reduced 89.24%
109,499 $0
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