Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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 |
|---|---|---|---|
| 2025-06-30 | $56M | 1.9M | 29.43 |
| 2025-03-31 | $57M | 2.0M | 28.15 |
| 2024-12-31 | $66M | 2.2M | 30.78 |
| 2024-09-30 | $72M | 2.3M | 30.80 |
| 2024-06-30 | $72M | 2.5M | 28.78 |
| 2024-03-31 | $80M | 2.7M | 30.10 |
| 2023-12-31 | $75M | 2.6M | 29.12 |
| 2023-09-30 | $61M | 2.4M | 25.34 |
| 2023-06-30 | $58M | 3.8k | 15431.99 |
| 2023-03-31 | $373k | 3.8k | 98.85 |
| 2022-12-31 | $7.6M | 305k | 24.77 |