Dimensional Etf Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 | $2.2M | 33k | 67.02 |
| 2025-03-31 | $3.5M | 58k | 60.48 |
| 2024-12-31 | $4.2M | 65k | 63.75 |
| 2024-09-30 | $1.7M | 28k | 62.20 |
| 2024-06-30 | $1.7M | 28k | 58.85 |
| 2024-03-31 | $1.6M | 28k | 56.98 |
| 2023-12-31 | $2.0M | 38k | 51.83 |
| 2023-09-30 | $1.6M | 34k | 46.55 |
| 2023-06-30 | $1.6M | 1.8M | 0.89 |
| 2023-03-31 | $45M | 1.8M | 24.93 |
| 2022-12-31 | $797k | 19k | 41.61 |
| 2022-09-30 | $899k | 23k | 38.80 |
| 2022-06-30 | $989k | 24k | 40.75 |
| 2022-03-31 | $1.2M | 25k | 49.02 |