Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $47M | 1.3M | 35.84 |
| 2025-03-31 | $49M | 1.5M | 32.99 |
| 2024-12-31 | $41M | 1.2M | 34.59 |
| 2024-09-30 | $34M | 977k | 34.29 |
| 2024-06-30 | $32M | 994k | 32.24 |
| 2024-03-31 | $32M | 992k | 31.95 |
| 2023-12-31 | $29M | 983k | 29.23 |
| 2023-09-30 | $26M | 985k | 26.20 |
| 2023-06-30 | $30M | 11k | 2592.45 |
| 2023-03-31 | $323k | 11k | 28.56 |
| 2022-12-31 | $27M | 1.1M | 24.28 |
| 2022-09-30 | $26M | 1.1M | 22.24 |
| 2022-06-30 | $27M | 1.2M | 23.30 |
| 2022-03-31 | $32M | 1.2M | 27.58 |
| 2021-06-30 | $5.8M | 216k | 26.98 |