Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 | $80M | 2.1M | 38.08 |
| 2024-06-30 | $62M | 1.7M | 35.94 |
| 2024-03-31 | $58M | 1.6M | 36.75 |
| 2023-12-31 | $51M | 1.5M | 34.36 |
| 2023-09-30 | $45M | 1.4M | 32.62 |
| 2023-06-30 | $37M | 5.3k | 6973.15 |
| 2023-03-31 | $228k | 5.3k | 42.83 |
| 2022-12-31 | $23M | 739k | 30.40 |
| 2022-09-30 | $8.9M | 345k | 25.76 |
| 2022-06-30 | $5.4M | 185k | 28.89 |
| 2022-03-31 | $2.7M | 80k | 33.48 |