Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) 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 |
|---|---|---|---|
| 2025-06-30 | $22M | 346k | 63.71 |
| 2025-03-31 | $20M | 341k | 59.75 |
| 2024-12-31 | $14M | 209k | 65.08 |
| 2024-09-30 | $14M | 210k | 64.86 |
| 2024-06-30 | $13M | 211k | 60.08 |
| 2024-03-31 | $13M | 203k | 62.34 |
| 2023-12-31 | $12M | 208k | 59.62 |
| 2023-09-30 | $11M | 206k | 52.49 |
| 2023-06-30 | $12M | 221k | 53.61 |
| 2023-03-31 | $802k | 30k | 26.95 |
| 2022-12-31 | $11M | 211k | 51.15 |
| 2022-09-30 | $11M | 225k | 46.52 |
| 2022-06-30 | $11M | 227k | 48.00 |
| 2022-03-31 | $13M | 237k | 56.06 |
| 2021-06-30 | $12M | 208k | 58.40 |