Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) 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 | $107M | 3.5M | 30.81 |
| 2024-06-30 | $77M | 2.7M | 28.91 |
| 2024-03-31 | $69M | 2.3M | 29.99 |
| 2023-12-31 | $53M | 1.9M | 27.05 |
| 2023-09-30 | $36M | 1.4M | 24.81 |
| 2023-06-30 | $20M | 1.0M | 19.21 |
| 2023-03-31 | $33M | 1.0M | 32.23 |
| 2022-12-31 | $2.7M | 110k | 24.53 |