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DFCADFCA
5 quarters

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

EP Wealth Advisors, LLC holds 3,506 shares of DFCA (DIMENSIONAL ETF TRUST), worth $175,945 as of 2026-Q2. This is a new position. DFCA represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$175,945

Current Shares

3,506

Total Value Change

-$209,740

Total Shares Change

-4,200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
3,506
-
$175,9450.0%$49.96
31
2025-Q4
Exited
0
-100.0%
$00.0%$49.27
0
2025-Q2
New
16,057
-
$791,2890.0%$47.73
34
2025-Q1
Exited
0
-100.0%
$00.0%$47.68
0
2024-Q4
New
7,706
-
$385,6850.0%$47.84
33

Other major holders of DFCA: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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