Position history for EP Wealth Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
EP Wealth Advisors, LLC holds 1.8M shares of DFAI (DIMENSIONAL ETF TRUST), worth $71.4M as of 2026-Q1. The position was decreased (-3.9% shares). DFAI represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$71.4M
Current Shares
1.8M
Total Value Change
-$1.9M
Total Shares Change
-637,249
Other major holders of DFAI: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, PRUDENTIAL FINANCIAL INC, First Command Advisory Services, Inc.
Decreased |
| 1.8M |
-3.9% |
| $71.4M |
| 0.4% |
| $40.34 |
0 |
| 2025-Q4 | 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 |