Ep Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 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 45,510 shares of DFEV stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
45,510
Previous 94,729
51.96%
Holding current value
$1.3 Million
Previous $2.48 Million
50.4%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFEV
# of Institutions
200Shares Held
23.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$72.1 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$28.8 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$25.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$23.8 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$23 Million8.3% of portfolio