Ep Wealth Advisors, LLC Dimensional ETF Tr Dimen Emrgn Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 19,399 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,399

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	N/A	19,399 New	19,399 $0

Others Institutions Holding DFSE

# of Institutions

129

Shares Held

6.69M

Call Options Held

Put Options Held

Awm Capital, LLC

852K
Shares

$0
0.0% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

551K
Shares

$0
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

521K
Shares

$0
2.58% of portfolio
Forum Financial Management, LP Lombard, IL

389K
Shares

$0
0.0% of portfolio
Five Oceans Advisors

330K
Shares

$0
0.0% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMEN EMRGN

Ticker DFSE

More about DFSE

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