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DFAI
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.8M
-3.9%
$71.4M0.4%$40.34
0
2025-Q4
Increased
1.9M
+65.2%
$72.6M0.4%$38.30
52
2025-Q2
Decreased
1.2M
-2.2%
$39.9M0.3%$34.12
0
2025-Q1
Decreased
1.2M
-9.2%
$36.8M0.3%$30.77
0
2024-Q4
Decreased
1.3M
-41.2%
$37.9M0.3%$28.41
0
2024-Q3
Decreased
2.2M
-10.5%
$70.3M0.6%$30.80
0
2024-Q2
Increased
2.5M
+190x
$73.3M0.8%$28.55
67

Other major holders of DFAI: ENVESTNET ASSET MANAGEMENT INC, PRUDENTIAL FINANCIAL INC, First Command Advisory Services, Inc.

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