Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

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 11,765 shares of DFIC stock, worth $315,302. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,765

Previous 7,712 52.55%

Holding current value

$315,302

Previous $202,000 63.86%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$25.36 - $28.37 $102,784 - $114,983	4,053 Added 52.55%	11,765 $331,000
Q2 2024 Aug 19, 2024	SELL	$25.73 - $27.44 $45,104 - $48,102	-1,753 Reduced 18.52%	7,712 $202,000
Q1 2024 May 14, 2024	SELL	$24.62 - $26.83 $58,423 - $63,667	-2,373 Reduced 20.05%	9,465 $253,000
Q4 2023 Feb 28, 2024	BUY	$22.18 - $25.58 $147,142 - $169,697	6,634 Added 127.48%	11,838 $302,000
Q3 2023 Nov 22, 2023	SELL	$23.25 - $25.17 $490,505 - $531,011	-21,097 Reduced 80.21%	5,204 $121,000
Q1 2023 Jun 05, 2023	BUY	$22.5 - $24.64 $591,772 - $648,056	26,301 New	26,301 $633,000

Others Institutions Holding DFIC

# of Institutions

386

Shares Held

2.26B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Ep Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History