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
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
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by EP Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |