Ep Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 27,977 shares of DFUS stock, worth $1.83 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,977

Previous 28,057 0.29%

Holding current value

$1.83 Million

Previous $1.65 Million 5.39%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$56.04 - $62.2 $4,483 - $4,976	-80 Reduced 0.29%	27,977 $1.74 Million
Q2 2024 Aug 19, 2024	SELL	$53.83 - $59.14 $9,420 - $10,349	-175 Reduced 0.62%	28,057 $1.65 Million
Q1 2024 May 14, 2024	SELL	$50.79 - $56.98 $515,366 - $578,176	-10,147 Reduced 26.44%	28,232 $1.61 Million
Q4 2023 Feb 28, 2024	BUY	$44.51 - $52.0 $203,410 - $237,640	4,570 Added 13.52%	38,379 $1.99 Million
Q3 2023 Nov 22, 2023	SELL	$46.29 - $49.87 $82.8 Million - $89.2 Million	-1,789,004 Reduced 98.15%	33,809 $1.57 Million
Q1 2023 Jun 05, 2023	BUY	$41.24 - $45.43 $74.2 Million - $81.8 Million	1,799,644 Added 7767.47%	1,822,813 $81 Million
Q4 2022 Jun 12, 2023	SELL	$38.86 - $44.32 $70.1 Million - $79.9 Million	-1,803,659 Reduced 98.95%	19,154 $796,000
Q3 2022 Dec 02, 2022	SELL	$38.82 - $46.57 $42,624 - $51,133	-1,098 Reduced 4.52%	23,169 $899,000
Q2 2022 Aug 11, 2022	SELL	$39.62 - $49.51 $16,600 - $20,744	-419 Reduced 1.7%	24,267 $989,000
Q1 2022 May 20, 2022	BUY	$45.16 - $52.01 $1.11 Million - $1.28 Million	24,686 New	24,686 $1.21 Million

Others Institutions Holding DFUS

# of Institutions

645

Shares Held

133M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Ep Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History