Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) 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 | $103M | 1.8M | 55.63 |
| 2024-06-30 | $81M | 1.6M | 51.87 |
| 2024-03-31 | $72M | 1.3M | 54.43 |
| 2023-12-31 | $66M | 1.3M | 52.33 |
| 2023-09-30 | $55M | 1.2M | 45.69 |
| 2023-06-30 | $54M | 1.1M | 50.20 |
| 2023-03-31 | $12M | 221k | 52.70 |
| 2022-12-31 | $44M | 989k | 43.95 |
| 2022-09-30 | $35M | 909k | 38.97 |
| 2022-06-30 | $35M | 859k | 40.22 |
| 2022-03-31 | $35M | 757k | 46.58 |
| 2021-06-30 | $17M | 383k | 44.80 |