EP Wealth Advisors »

Dimensional Etf Trust Inflation Prote shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust Inflation Prote (DFIP) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Dimensional Etf Trust Inflation Prote

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Inflation Prote held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust Inflation Prote by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $201k 4.9k 41.28
2023-09-30 $206k 5.2k 39.77
2023-06-30 $212k 18k 11.52
2023-03-31 $443k 18k 24.07

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Dimensional Etf Trust Inflation Prote

Heirloom Wealth Management
Hill Investment Group Partners
CPA Asset Management
Larson Financial Group
Rather & Kittrell
Market Street Wealth Management Advisors
Five Oceans Advisors
Leading Edge Financial Planning
Austin Wealth Management
Core Wealth Management
Sensible Financial Planning & Management
Geometric Wealth Advisors
Apella Capital
BetterWealth
Physician Wealth Solutions

View all funds holding Dimensional Etf Trust Inflation Prote