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Dimensional Etf Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) 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
2025-06-30 $636k 17k 38.06
2025-03-31 $712k 21k 33.68
2024-12-31 $643k 19k 33.13

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Dimensional Etf Trust

Awm Capital
Quantum Financial Advisors
Maseco
Colony
Five Oceans Advisors
Forum Financial Management
Pathstone Holdings
Abacus Wealth Partners
Citrine Capital
LongView Asset Management
Retirement Solution
Willow Creek Wealth Management
Wealth Architects
Greenspring Advisors
Schoolcraft Capital

View all funds holding Dimensional Etf Trust