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Dimensional Etf Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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

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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
2025-12-31 $44M 935k 46.80
2025-06-30 $456k 11k 42.36
2025-03-31 $328k 8.5k 38.44
2024-12-31 $107k 2.6k 40.49
2024-09-30 $122k 3.1k 39.69
2024-06-30 $134k 3.6k 37.49

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
Sageworth Trust Company
RVW Wealth
Resources Investment Advisors
Hanson McClain Advisors
Colony
Aquire Wealth Advisors
Modera Wealth Management
Mars Jewett Financial Group
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Kooman & Associates
Beacon Pointe Advisors
Blankinship & Foster
Buckingham Strategic Partners
Spinnaker Investment Group

View all funds holding Dimensional Etf Trust