Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) 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 | $4.9M | 164k | 29.68 |
| 2025-03-31 | $5.6M | 210k | 26.46 |
| 2024-12-31 | $5.0M | 189k | 26.19 |
| 2024-09-30 | $717k | 26k | 28.15 |
| 2024-06-30 | $694k | 26k | 26.73 |
| 2024-03-31 | $660k | 26k | 25.49 |
| 2023-12-31 | $737k | 30k | 24.96 |
| 2023-09-30 | $408k | 18k | 23.31 |
| 2023-06-30 | $575k | 9.8k | 58.94 |
| 2023-03-31 | $414k | 9.8k | 42.50 |