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Dimensional Etf Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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 $559k 14k 39.41
2025-03-31 $827k 24k 34.89
2024-12-31 $1.2M 38k 32.85

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

Colony
Maseco
Quantum Financial Advisors
Awm Capital
Francis Financial
Abacus Wealth Partners
Pathstone Holdings
LongView Asset Management
Retirement Solution
Citrine Capital
Five Oceans Advisors
Forum Financial Management
Willow Creek Wealth Management
Balanced Rock Investment Advisors
Planning Center

View all funds holding Dimensional Etf Trust