Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 10,764 shares of DFAU stock, worth $494,605. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,764
Previous 8,542 26.01%
Holding current value
$494,605
Previous $328,000 38.72%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$34.04 - $42.36 $75,636 - $94,123
2,222 Added 26.01%
10,764 $455,000
Q1 2025

May 15, 2025
BUY
$37.84 - $42.29 $223,596 - $249,891
5,909 Added 224.42%
8,542 $328,000
Q4 2024

Feb 13, 2025
SELL
$39.27 - $42.38 $17,710 - $19,113
-451 Reduced 14.62%
2,633 $106,000
Q3 2024

Nov 14, 2024
SELL
$35.8 - $39.69 $17,542 - $19,448
-490 Reduced 13.71%
3,084 $122,000
Q2 2024

Aug 19, 2024
BUY
$34.53 - $37.67 $123,410 - $134,632
3,574 New
3,574 $133,000

Others Institutions Holding DFAU

# of Institutions
547
Shares Held
150M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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