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Ea Series Trust - Morgan Dempsey Large Cap Value Etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust - Morgan Dempsey Large Cap Value Etf (MDLV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ea Series Trust - Morgan Dempsey Large Cap Value Etf

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust - Morgan Dempsey Large Cap Value Etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust - Morgan Dempsey Large Cap Value Etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $160k 5.2k 30.71

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Top funds holding Ea Series Trust - Morgan Dempsey Large Cap Value Etf

Envestnet Asset Management
Beacon Pointe Advisors
Diversified Management
Mirae Asset Securities
Morgan Dempsey Capital Management
Atria Investments
Goldman Sachs Group
Gts Securities
Jpmorgan Chase & Co
EP Wealth Advisors
UBS Group

View all funds holding Ea Series Trust - Morgan Dempsey Large Cap Value Etf