Position history for EP Wealth Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
EP Wealth Advisors, LLC holds 1.9M shares of DFAI (DIMENSIONAL ETF TRUST), worth $72.6M as of 2025-Q4. The position was increased (++65.2% shares). DFAI represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$72.6M
Current Shares
1.9M
Total Value Change
-$650,866
Total Shares Change
-563,936
Other major holders of DFAI: Kestra Advisory Services, LLC, PRUDENTIAL FINANCIAL INC
Increased |
| 1.9M |
+65.2% |
| $72.6M |
| 0.4% |
| $38.30 |
52 |
| 2025-Q2 | Decreased | 1.2M | -2.2% | $39.9M | 0.3% | $34.12 | 0 |
| 2025-Q1 | Decreased | 1.2M | -9.2% | $36.8M | 0.3% | $30.77 | 0 |
| 2024-Q4 | Decreased | 1.3M | -41.2% | $37.9M | 0.3% | $28.41 | 0 |
| 2024-Q3 | Decreased | 2.2M | -10.5% | $70.3M | 0.6% | $30.80 | 0 |
| 2024-Q2 | Increased | 2.5M | +190x | $73.3M | 0.8% | $28.55 | 67 |