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DFAT
Showing 7 of 16 quarters

Position history for EP Wealth Advisors, LLC's holdings in DIMENSIONAL ETF TRUST

EP Wealth Advisors, LLC holds 4.3M shares of DFAT (DIMENSIONAL ETF TRUST), worth $268.6M as of 2026-Q1. The position was increased (+2.8% shares). DFAT represents 1.3% of EP Wealth Advisors, LLC's portfolio.

Current Value

$268.6M

Current Shares

4.3M

Total Value Change

+$187.7M

Total Shares Change

+2.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.3M
+2.8%
$268.6M1.3%$64.60
50
2025-Q4
Increased
4.2M
+27.9%
$249.1M1.3%$60.15
60
2025-Q2
Increased
3.3M
+8.4%
$176.5M1.2%$53.50
52
2025-Q1
Increased
3M
+35.2%
$155.3M1.2%$50.77
62
2024-Q4
Increased
2.2M
+20.7%
$124.2M1.0%$54.59
57
2024-Q3
Increased
1.8M
+18.5%
$102.8M0.9%$54.38
50
2024-Q2
Increased
1.6M
+18.4%
$80.9M0.9%$50.66
49

Other major holders of DFAT: Cerity Partners LLC, Creative Planning, Focus Partners Wealth

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