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Dimensional Etf Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) 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
2026-03-31 $29M 704k 41.09
2025-06-30 $157k 4.0k 39.25
2025-03-31 $145k 4.0k 35.81

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding Dimensional Etf Trust

Retirement Solution
Awm Capital
Quantum Financial Advisors
Maseco
Colony
Citrine Capital
Abacus Wealth Partners
Pathstone Holdings
LongView Asset Management
EP Wealth Advisors
Five Oceans Advisors
Savant Capital Management
Forum Financial Management
Pure Financial Advisors
Buckingham Strategic Partners

View all funds holding Dimensional Etf Trust