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Dimensional Etf Trust Inflation Prote shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust Inflation Prote (DFIP) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Dimensional Etf Trust Inflation Prote

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Inflation Prote 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 Inflation Prote by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $183k 4.3k 42.28
2024-06-30 $176k 4.3k 40.84
2024-03-31 $176k 4.3k 41.25
2023-12-31 $201k 4.9k 41.28
2023-09-30 $206k 5.2k 39.77
2023-06-30 $212k 18k 11.52
2023-03-31 $443k 18k 24.07

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Dimensional Etf Trust Inflation Prote

Matson Money
Heirloom Wealth Management
Hill Investment Group Partners
Planning Center
Geometric Wealth Advisors
CPA Asset Management
Physician Wealth Solutions
Rather & Kittrell
Larson Financial Group
Market Street Wealth Management Advisors
Leading Edge Financial Planning
Yardley Wealth Management
Fundamentun
Austin Wealth Management
Five Oceans Advisors

View all funds holding Dimensional Etf Trust Inflation Prote