Position history for EP Wealth Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
EP Wealth Advisors, LLC holds 4.2M shares of DFAT (DIMENSIONAL ETF TRUST), worth $249.1M as of 2025-Q4. The position was increased (++27.9% shares). DFAT represents 1.3% of EP Wealth Advisors, LLC's portfolio.
Current Value
$249.1M
Current Shares
4.2M
Total Value Change
+$168.2M
Total Shares Change
+2.6M
Other major holders of DFAT: Kestra Advisory Services, LLC, Cerity Partners LLC, Creative Planning, Focus Partners Wealth
Increased |
| 4.2M |
+27.9% |
| $249.1M |
| 1.3% |
| $60.15 |
60 |
| 2025-Q2 | Increased | 3.3M | +8.4% | $176.5M | 1.2% | $53.50 | 52 |
| 2025-Q1 | Increased | 3M | +35.2% | $155.3M | 1.2% | $50.77 | 62 |
| 2024-Q4 | Increased | 2.2M | +20.7% | $124.2M | 1.0% | $54.59 | 57 |
| 2024-Q3 | Increased | 1.8M | +18.5% | $102.8M | 0.9% | $54.38 | 50 |
| 2024-Q2 | Increased | 1.6M | +18.4% | $80.9M | 0.9% | $50.66 | 49 |