Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 501,220 shares of DFAE stock, worth $13.4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

501,220

Previous 1,046,370 52.1%

Holding current value

$13.4 Million

Previous $28.7 Million 55.68%

% of portfolio

0.11%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$25.36 - $28.15 $13.8 Million - $15.3 Million	-545,150 Reduced 52.1%	501,220 $12.7 Million
Q3 2024 Nov 14, 2024	SELL	$24.46 - $27.82 $4.09 Million - $4.65 Million	-167,082 Reduced 13.77%	1,046,370 $28.7 Million
Q2 2024 Aug 19, 2024	BUY	$24.03 - $26.3 $28.8 Million - $31.6 Million	1,199,876 Added 8838.21%	1,213,452 $31.4 Million
Q1 2024 May 14, 2024	SELL	$22.74 - $24.88 $62,898 - $68,818	-2,766 Reduced 16.93%	13,576 $335,000
Q4 2023 Feb 28, 2024	BUY	$21.63 - $24.11 $208,816 - $232,757	9,654 Added 144.35%	16,342 $394,000
Q3 2023 Nov 22, 2023	BUY	$22.43 - $24.83 $150,011 - $166,063	6,688 New	6,688 $150,000
Q1 2023 Jun 05, 2023	BUY	$21.78 - $24.36 $24.1 Million - $26.9 Million	1,105,874 New	1,105,874 $25.5 Million

Others Institutions Holding DFAE

# of Institutions

536

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History