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Dimensional Etf Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSB) 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
2024-09-30 $161k 3.0k 53.17

More positions owned by EP Wealth Advisors

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Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
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Alphabet Cap Stk Cl A (GOOGL)

View all positions for EP Wealth Advisors

Top funds holding Dimensional Etf Trust

Abacus Wealth Partners
Quantum Financial Advisors
RFG Advisory
Sei Investments
Citrine Capital
CI Private Wealth
Archer Investment Management
Wealth Enhancement Advisory Services
Apella Capital
Citadel Advisors
Commonwealth Equity Services
Resources Investment Advisors
Jane Street
Buckingham Strategic Partners
RAM Investment Partners

View all funds holding Dimensional Etf Trust