Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 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 2,028,357 shares of DFSV stock, worth $62.6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

2,028,357

Previous 2,151,513 5.72%

Holding current value

$62.6 Million

Previous $66.2 Million 13.78%

% of portfolio

0.48%

Previous 0.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$27.56 - $32.1 $3.39 Million - $3.95 Million	-123,156 Reduced 5.72%	2,028,357 $57.1 Million
Q4 2024 Feb 13, 2025	SELL	$30.18 - $33.87 $5.7 Million - $6.4 Million	-188,945 Reduced 8.07%	2,151,513 $66.2 Million
Q3 2024 Nov 14, 2024	SELL	$28.25 - $31.7 $4.85 Million - $5.44 Million	-171,765 Reduced 6.84%	2,340,458 $72.1 Million
Q2 2024 Aug 19, 2024	SELL	$27.81 - $30.13 $4.31 Million - $4.67 Million	-154,958 Reduced 5.81%	2,512,223 $72.3 Million
Q1 2024 May 14, 2024	BUY	$27.45 - $30.1 $2.6 Million - $2.85 Million	94,607 Added 3.68%	2,667,181 $80.3 Million
Q4 2023 Feb 28, 2024	BUY	$23.61 - $29.53 $3.56 Million - $4.45 Million	150,811 Added 6.23%	2,572,574 $74.9 Million
Q3 2023 Nov 22, 2023	BUY	$24.97 - $27.69 $60.4 Million - $67 Million	2,417,994 Added 64154.79%	2,421,763 $61.4 Million
Q1 2023 Jun 05, 2023	BUY	$23.74 - $28.31 $89,476 - $106,700	3,769 New	3,769 $93,000
Q4 2022 Jun 12, 2023	BUY	$22.47 - $26.46 $6.78 Million - $7.98 Million	301,574 Added 8001.43%	305,343 $7.56 Million

Others Institutions Holding DFSV

# of Institutions

446

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History