Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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 |
|---|---|---|---|
| 2024-09-30 | $70M | 2.2M | 31.78 |
| 2024-06-30 | $73M | 2.5M | 29.67 |
| 2024-03-31 | $390k | 13k | 30.22 |
| 2023-12-31 | $701k | 25k | 28.64 |
| 2023-09-30 | $517k | 20k | 26.11 |
| 2023-06-30 | $612k | 30k | 20.57 |
| 2023-03-31 | $263k | 11k | 23.02 |
| 2022-06-30 | $168k | 7.0k | 24.07 |
| 2022-03-31 | $387k | 14k | 28.17 |