Ep Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,306 shares of DFIP stock, worth $177,622. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,306
Previous 4,259 1.1%
Holding current value
$177,622
Previous $175,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
BUY
$40.31 - $41.37 $1,894 - $1,944
47 Added 1.1%
4,306 $175,000
Q1 2024

May 14, 2024
SELL
$40.58 - $41.54 $24,307 - $24,882
-599 Reduced 12.33%
4,259 $175,000
Q4 2023

Feb 28, 2024
SELL
$39.16 - $41.47 $12,139 - $12,855
-310 Reduced 6.0%
4,858 $200,000
Q3 2023

Nov 22, 2023
SELL
$39.65 - $41.67 $524,648 - $551,377
-13,232 Reduced 71.91%
5,168 $205,000
Q1 2023

Jun 05, 2023
BUY
$40.93 - $42.83 $753,112 - $788,072
18,400 New
18,400 $788,000

Others Institutions Holding DFIP

# of Institutions
105
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

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