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 2,665,257 shares of DFIV stock, worth $102 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

2,665,257

Previous 2,100,342 26.9%

Holding current value

$102 Million

Previous $80 Million 18.2%

% of portfolio

0.8%

Previous 0.71%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$34.86 - $37.97 $19.7 Million - $21.4 Million	564,915 Added 26.9%	2,665,257 $94.5 Million
Q3 2024 Nov 14, 2024	BUY	$34.66 - $38.38 $12.6 Million - $14 Million	364,359 Added 20.99%	2,100,342 $80 Million
Q2 2024 Aug 19, 2024	BUY	$35.5 - $38.02 $5.96 Million - $6.38 Million	167,812 Added 10.7%	1,735,983 $62.4 Million
Q1 2024 May 14, 2024	BUY	$33.15 - $36.75 $2.39 Million - $2.64 Million	71,954 Added 4.81%	1,568,171 $57.6 Million
Q4 2023 Feb 28, 2024	BUY	$30.86 - $34.46 $3.71 Million - $4.14 Million	120,225 Added 8.74%	1,496,217 $51.4 Million
Q3 2023 Nov 22, 2023	BUY	$32.1 - $34.42 $44 Million - $47.2 Million	1,370,666 Added 25735.37%	1,375,992 $44.9 Million
Q1 2023 Jun 05, 2023	SELL	$30.43 - $33.38 $10.3 Million - $11.3 Million	-339,653 Reduced 98.46%	5,326 $171,000
Q4 2022 Jun 12, 2023	BUY	$25.88 - $31.1 $19 Million - $22.8 Million	733,269 Added 13767.72%	738,595 $22.5 Million
Q3 2022 Dec 02, 2022	BUY	$25.71 - $30.57 $4.1 Million - $4.88 Million	159,656 Added 86.15%	344,979 $8.89 Million
Q2 2022 Aug 11, 2022	BUY	$28.66 - $33.84 $3.02 Million - $3.57 Million	105,547 Added 132.3%	185,323 $5.35 Million
Q1 2022 May 20, 2022	BUY	$30.75 - $35.49 $2.45 Million - $2.83 Million	79,776 New	79,776 $2.67 Million

Others Institutions Holding DFIV

# of Institutions

622

Shares Held

213M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Ep Wealth Advisors, LLC Dimensional ETF Tr Transaction History