Ep Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 19,890 shares of DFEV stock, worth $637,275. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,890
Previous 45,510
56.3%
Holding current value
$637,275
Previous $1.23 Million
51.58%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFEV
# of Institutions
208Shares Held
25MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.56MShares$81.9 Million5.69% of portfolio
-
Ritholtz Wealth Management1.25MShares$40 Million0.84% of portfolio
-
Jones Financial Companies Lllp1.21MShares$38.9 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL943KShares$30.2 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL877KShares$28.1 Million0.01% of portfolio