Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $13M | 501k | 25.37 |
| 2024-09-30 | $29M | 1.0M | 27.41 |
| 2024-06-30 | $31M | 1.2M | 25.87 |
| 2024-03-31 | $336k | 14k | 24.72 |
| 2023-12-31 | $394k | 16k | 24.11 |
| 2023-09-30 | $151k | 6.7k | 22.57 |
| 2023-03-31 | $28M | 1.1M | 25.48 |